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 | $103,093 | $183,519-43.8% | $155,509-33.7% | $145,922-29.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 17.56% | 61.17%-43.6pp | 64.67%-47.1pp | 561.29%-543.7pp |
| Employer contribution / active EE | $1,721 | $5,313-67.6% | $4,672-63.2% | $4,660-63.1% |
| Participant deferral / active EE | $8,256 | $6,462+27.8% | $5,626+46.7% | $6,688+23.5% |
| Admin fee / account holder | $159 | $19,313-99.2% | $15,912-99.0% | $13,397-98.8% |