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 | $104,441 | $105,998-1.5% | $92,233+13.2% | $147,584-29.2% |
| Participation rate | 85.0% | 80.4%+4.6pp | 76.5%+8.5pp | 82.8%+2.2pp |
| Annual return | 14.76% | 50.05%-35.3pp | 176.28%-161.5pp | 578.55%-563.8pp |
| Employer contribution / active EE | $1,700 | $4,333-60.8% | $3,679-53.8% | $4,876-65.1% |
| Participant deferral / active EE | $6,507 | $4,478+45.3% | $3,897+67.0% | $5,439+19.6% |
| Admin fee / account holder | $142 | $6,332-97.8% | $5,194-97.3% | $10,885-98.7% |