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 | $139,958 | $183,963-23.9% | $162,163-13.7% | $152,861-8.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 14.73% | 150.76%-136.0pp | 115.59%-100.9pp | 345.32%-330.6pp |
| Employer contribution / active EE | $3,497 | $6,371-45.1% | $5,614-37.7% | $4,762-26.6% |
| Participant deferral / active EE | $9,735 | $8,034+21.2% | $7,298+33.4% | $5,850+66.4% |
| Admin fee / account holder | $279 | $13,121-97.9% | $10,843-97.4% | $11,596-97.6% |