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 | $108,017 | $96,635+11.8% | $86,612+24.7% | $139,434-22.5% |
| Participation rate | 81.8% | 74.4%+7.4pp | 71.7%+10.1pp | 80.3%+1.5pp |
| Annual return | 15.43% | 106.41%-91.0pp | 591.07%-575.6pp | 372.94%-357.5pp |
| Employer contribution / active EE | $2,796 | $3,263-14.3% | $3,022-7.5% | $4,751-41.1% |
| Participant deferral / active EE | $4,282 | $4,836-11.5% | $4,438-3.5% | $6,710-36.2% |
| Admin fee / account holder | $48 | $6,408-99.3% | $5,614-99.1% | $11,403-99.6% |