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 | $154,433 | $102,966+50.0% | $90,281+71.1% | $152,861+1.0% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 13.97% | 95.16%-81.2pp | 78.10%-64.1pp | 345.32%-331.4pp |
| Employer contribution / active EE | $6,248 | $3,139+99.1% | $2,854+118.9% | $4,762+31.2% |
| Participant deferral / active EE | $4,891 | $4,281+14.2% | $3,885+25.9% | $5,850-16.4% |
| Admin fee / account holder | $92 | $6,171-98.5% | $5,351-98.3% | $11,596-99.2% |