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 | $139,979 | $115,770+20.9% | $101,248+38.3% | $158,922-11.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 27.99% | 56.14%-28.1pp | 46.47%-18.5pp | 302.83%-274.8pp |
| Employer contribution / active EE | $2,881 | $4,175-31.0% | $3,660-21.3% | $4,761-39.5% |
| Participant deferral / active EE | $7,167 | $4,957+44.6% | $4,370+64.0% | $5,982+19.8% |
| Admin fee / account holder | $254 | $7,245-96.5% | $5,945-95.7% | $11,246-97.7% |