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 | $134,134 | $169,032-20.6% | $129,207+3.8% | $145,922-8.1% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 10.25% | 14330.11%-14319.9pp | 9417.33%-9407.1pp | 561.29%-551.0pp |
| Employer contribution / active EE | $8,248 | $5,537+49.0% | $4,153+98.6% | $4,660+77.0% |
| Participant deferral / active EE | $6,230 | $4,987+24.9% | $4,168+49.5% | $6,688-6.8% |
| Admin fee / account holder | $10 | $9,954-99.9% | $7,715-99.9% | $13,397-99.9% |