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 | $102,951 | $105,998-2.9% | $92,233+11.6% | $147,584-30.2% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 13.35% | 50.05%-36.7pp | 176.28%-162.9pp | 578.55%-565.2pp |
| Employer contribution / active EE | $19,666 | $4,333+353.9% | $3,679+434.5% | $4,876+303.3% |
| Participant deferral / active EE | $5,490 | $4,478+22.6% | $3,897+40.9% | $5,439+0.9% |
| Admin fee / account holder | $199 | $6,332-96.9% | $5,194-96.2% | $10,885-98.2% |