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 | $84,525 | $96,635-12.5% | $86,612-2.4% | $139,434-39.4% |
| Participation rate | 85.7% | 74.4%+11.3pp | 71.7%+14.0pp | 80.3%+5.4pp |
| Annual return | 14.01% | 106.41%-92.4pp | 591.07%-577.1pp | 372.94%-358.9pp |
| Employer contribution / active EE | $3,214 | $3,263-1.5% | $3,022+6.3% | $4,751-32.3% |
| Participant deferral / active EE | $0 | $4,836-100.0% | $4,438-100.0% | $6,710-100.0% |
| Admin fee / account holder | $150 | $6,408-97.7% | $5,614-97.3% | $11,403-98.7% |