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 | $128,521 | $160,055-19.7% | $140,016-8.2% | $135,375-5.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | 10.53% | 911.38%-900.8pp | 651.12%-640.6pp | 519.73%-509.2pp |
| Employer contribution / active EE | $4,255 | $6,420-33.7% | $5,606-24.1% | $4,779-11.0% |
| Participant deferral / active EE | $5,283 | $7,642-30.9% | $6,927-23.7% | $5,609-5.8% |
| Admin fee / account holder | $81 | $13,328-99.4% | $10,705-99.2% | $10,827-99.3% |