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 | $121,417 | $157,256-22.8% | $141,162-14.0% | $152,861-20.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 23.13% | 64.32%-41.2pp | 71.39%-48.3pp | 345.32%-322.2pp |
| Employer contribution / active EE | $3,607 | $5,261-31.4% | $4,735-23.8% | $4,762-24.3% |
| Participant deferral / active EE | $15,790 | $7,109+122.1% | $6,709+135.4% | $5,850+169.9% |
| Admin fee / account holder | $249 | $12,120-97.9% | $10,261-97.6% | $11,596-97.9% |