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 | $151,974 | $137,414+10.6% | $189,513-19.8% | $85,850+77.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 87.8%+12.2pp | 69.3%+30.7pp |
| Annual return | 19.69% | 38.14%-18.5pp | 555.15%-535.5pp | 318.53%-298.8pp |
| Employer contribution / active EE | $3,222 | $4,344-25.8% | $6,162-47.7% | $2,565+25.6% |
| Participant deferral / active EE | $4,111 | $6,260-34.3% | $8,221-50.0% | $3,952+4.0% |
| Admin fee / account holder | $30 | $8,630-99.6% | $12,045-99.7% | $6,260-99.5% |