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 | $115,643 | $160,055-27.7% | $140,016-17.4% | $135,375-14.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | 0.70% | 911.38%-910.7pp | 651.12%-650.4pp | 519.73%-519.0pp |
| Employer contribution / active EE | $10,317 | $6,420+60.7% | $5,606+84.0% | $4,779+115.9% |
| Participant deferral / active EE | $12,250 | $7,642+60.3% | $6,927+76.8% | $5,609+118.4% |
| Admin fee / account holder | $266 | $13,328-98.0% | $10,705-97.5% | $10,827-97.5% |