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 | $139,475 | $165,984-16.0% | $164,813-15.4% | $145,922-4.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 13.86% | 100.03%-86.2pp | 69.93%-56.1pp | 561.29%-547.4pp |
| Employer contribution / active EE | $2,469 | $5,273-53.2% | $4,341-43.1% | $4,660-47.0% |
| Participant deferral / active EE | $10,550 | $6,959+51.6% | $6,031+74.9% | $6,688+57.8% |
| Admin fee / account holder | $105 | $16,648-99.4% | $12,690-99.2% | $13,397-99.2% |