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 | $100,711 | $102,966-2.2% | $90,281+11.6% | $152,861-34.1% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 27.79% | 95.16%-67.4pp | 78.10%-50.3pp | 345.32%-317.5pp |
| Employer contribution / active EE | $6,048 | $3,139+92.7% | $2,854+111.9% | $4,762+27.0% |
| Participant deferral / active EE | $6,000 | $4,281+40.1% | $3,885+54.4% | $5,850+2.6% |
| Admin fee / account holder | $60 | $6,171-99.0% | $5,351-98.9% | $11,596-99.5% |