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 | $126,181 | $144,119-12.4% | $117,854+7.1% | $147,584-14.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 9.40% | 531.15%-521.7pp | 335.08%-325.7pp | 578.55%-569.1pp |
| Employer contribution / active EE | $10,819 | $4,896+120.9% | $3,786+185.7% | $4,876+121.9% |
| Participant deferral / active EE | $2,866 | $5,316-46.1% | $4,482-36.1% | $5,439-47.3% |
| Admin fee / account holder | $19 | $10,886-99.8% | $8,020-99.8% | $10,885-99.8% |