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 | $109,598 | $142,405-23.0% | $115,157-4.8% | $152,861-28.3% |
| Participation rate | 100.0% | 82.4%+17.6pp | 75.9%+24.1pp | 82.4%+17.6pp |
| Annual return | 20.05% | 41.48%-21.4pp | 35.60%-15.6pp | 345.32%-325.3pp |
| Employer contribution / active EE | $9,469 | $4,010+136.2% | $3,179+197.9% | $4,762+98.8% |
| Participant deferral / active EE | $6,979 | $5,164+35.1% | $4,168+67.4% | $5,850+19.3% |
| Admin fee / account holder | $9 | $8,462-99.9% | $7,088-99.9% | $11,596-99.9% |