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 | $151,926 | $159,901-5.0% | $146,958+3.4% | $145,922+4.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 9.90% | 98.13%-88.2pp | 418.34%-408.4pp | 561.29%-551.4pp |
| Employer contribution / active EE | $13,269 | $5,286+151.0% | $4,933+169.0% | $4,660+184.8% |
| Participant deferral / active EE | $9,964 | $8,428+18.2% | $8,070+23.5% | $6,688+49.0% |
| Admin fee / account holder | $189 | $15,044-98.7% | $12,998-98.5% | $13,397-98.6% |