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 | $104,015 | $106,890-2.7% | $84,015+23.8% | $152,861-32.0% |
| Participation rate | 70.0% | 75.2%-5.2pp | 69.0%+1.0pp | 82.4%-12.4pp |
| Annual return | 25.75% | 104.99%-79.2pp | 71.31%-45.6pp | 345.32%-319.6pp |
| Employer contribution / active EE | $1,180 | $2,734-56.9% | $1,983-40.5% | $4,762-75.2% |
| Participant deferral / active EE | $4,324 | $4,011+7.8% | $3,239+33.5% | $5,850-26.1% |
| Admin fee / account holder | $94 | $8,285-98.9% | $6,101-98.5% | $11,596-99.2% |