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 | $100,326 | $100,852-0.5% | $90,404+11.0% | $158,922-36.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 13.89% | 1724.20%-1710.3pp | 1293.02%-1279.1pp | 302.83%-288.9pp |
| Employer contribution / active EE | $6,061 | $3,689+64.3% | $3,262+85.8% | $4,761+27.3% |
| Participant deferral / active EE | $0 | $4,348-100.0% | $3,963-100.0% | $5,982-100.0% |
| Admin fee / account holder | $148 | $6,501-97.7% | $5,611-97.4% | $11,246-98.7% |