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 | $90,469 | $102,966-12.1% | $90,281+0.2% | $152,861-40.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 13.43% | 95.16%-81.7pp | 78.10%-64.7pp | 345.32%-331.9pp |
| Employer contribution / active EE | $10,376 | $3,139+230.6% | $2,854+263.5% | $4,762+117.9% |
| Participant deferral / active EE | $1,630 | $4,281-61.9% | $3,885-58.1% | $5,850-72.1% |
| Admin fee / account holder | $98 | $6,171-98.4% | $5,351-98.2% | $11,596-99.2% |