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 | $136,161 | $115,770+17.6% | $101,248+34.5% | $158,922-14.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 20.38% | 56.14%-35.8pp | 46.47%-26.1pp | 302.83%-282.4pp |
| Employer contribution / active EE | $4,243 | $4,175+1.6% | $3,660+15.9% | $4,761-10.9% |
| Participant deferral / active EE | $18,698 | $4,957+277.2% | $4,370+327.9% | $5,982+212.6% |
| Admin fee / account holder | $88 | $7,245-98.8% | $5,945-98.5% | $11,246-99.2% |