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 | $130,966 | $183,519-28.6% | $155,509-15.8% | $145,922-10.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 18.27% | 61.17%-42.9pp | 64.67%-46.4pp | 561.29%-543.0pp |
| Employer contribution / active EE | $2,122 | $5,313-60.1% | $4,672-54.6% | $4,660-54.5% |
| Participant deferral / active EE | $13,399 | $6,462+107.3% | $5,626+138.2% | $6,688+100.3% |
| Admin fee / account holder | $12 | $19,313-99.9% | $15,912-99.9% | $13,397-99.9% |