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 | $83,165 | $96,635-13.9% | $86,612-4.0% | $139,434-40.4% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 17.13% | 106.41%-89.3pp | 591.07%-573.9pp | 372.94%-355.8pp |
| Employer contribution / active EE | $5,676 | $3,263+74.0% | $3,022+87.8% | $4,751+19.5% |
| Participant deferral / active EE | $10,149 | $4,836+109.9% | $4,438+128.7% | $6,710+51.2% |
| Admin fee / account holder | $25 | $6,408-99.6% | $5,614-99.6% | $11,403-99.8% |