See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,244 | $96,635+20.3% | $86,612+34.2% | $139,434-16.6% |
| Participation rate | 95.8% | 74.4%+21.4pp | 71.7%+24.1pp | 80.3%+15.5pp |
| Annual return | 18.73% | 106.41%-87.7pp | 591.07%-572.3pp | 372.94%-354.2pp |
| Employer contribution / active EE | $4,696 | $3,263+43.9% | $3,022+55.4% | $4,751-1.2% |
| Participant deferral / active EE | $4,402 | $4,836-9.0% | $4,438-0.8% | $6,710-34.4% |
| Admin fee / account holder | $297 | $6,408-95.4% | $5,614-94.7% | $11,403-97.4% |