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 | $112,537 | $180,449-37.6% | $154,107-27.0% | $135,375-16.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 13.38% | 888.09%-874.7pp | 735.12%-721.7pp | 519.73%-506.4pp |
| Employer contribution / active EE | $5,352 | $6,035-11.3% | $5,298+1.0% | $4,779+12.0% |
| Participant deferral / active EE | $4,843 | $5,806-16.6% | $5,081-4.7% | $5,609-13.6% |
| Admin fee / account holder | $22 | $16,143-99.9% | $13,411-99.8% | $10,827-99.8% |