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 | $99,411 | $102,966-3.5% | $90,281+10.1% | $152,861-35.0% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 30.59% | 95.16%-64.6pp | 78.10%-47.5pp | 345.32%-314.7pp |
| Employer contribution / active EE | $2,946 | $3,139-6.2% | $2,854+3.2% | $4,762-38.1% |
| Participant deferral / active EE | $6,109 | $4,281+42.7% | $3,885+57.2% | $5,850+4.4% |
| Admin fee / account holder | $6 | $6,171-99.9% | $5,351-99.9% | $11,596-99.9% |