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 | $103,468 | $183,519-43.6% | $155,509-33.5% | $145,922-29.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 13.44% | 61.17%-47.7pp | 64.67%-51.2pp | 561.29%-547.8pp |
| Employer contribution / active EE | $2,478 | $5,313-53.4% | $4,672-47.0% | $4,660-46.8% |
| Participant deferral / active EE | $6,401 | $6,462-1.0% | $5,626+13.8% | $6,688-4.3% |
| Admin fee / account holder | $5 | $19,313-100.0% | $15,912-100.0% | $13,397-100.0% |