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 | $102,935 | $185,822-44.6% | $169,993-39.4% | $139,434-26.2% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 16.21% | 60.50%-44.3pp | 53.37%-37.2pp | 372.94%-356.7pp |
| Employer contribution / active EE | $11,497 | $7,590+51.5% | $6,785+69.4% | $4,751+142.0% |
| Participant deferral / active EE | $7,038 | $11,622-39.4% | $10,408-32.4% | $6,710+4.9% |
| Admin fee / account holder | $9 | $15,381-99.9% | $12,815-99.9% | $11,403-99.9% |