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 | $98,698 | $183,963-46.3% | $162,163-39.1% | $152,861-35.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 15.51% | 150.76%-135.2pp | 115.59%-100.1pp | 345.32%-329.8pp |
| Employer contribution / active EE | $5,449 | $6,371-14.5% | $5,614-2.9% | $4,762+14.4% |
| Participant deferral / active EE | $13,277 | $8,034+65.3% | $7,298+81.9% | $5,850+126.9% |
| Admin fee / account holder | $8 | $13,121-99.9% | $10,843-99.9% | $11,596-99.9% |