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 | $116,389 | $183,519-36.6% | $155,509-25.2% | $145,922-20.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 12.30% | 61.17%-48.9pp | 64.67%-52.4pp | 561.29%-549.0pp |
| Employer contribution / active EE | $2,858 | $5,313-46.2% | $4,672-38.8% | $4,660-38.7% |
| Participant deferral / active EE | $3,061 | $6,462-52.6% | $5,626-45.6% | $6,688-54.2% |
| Admin fee / account holder | $208 | $19,313-98.9% | $15,912-98.7% | $13,397-98.5% |