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 | $155,453 | $155,788-0.2% | $124,672+24.7% | $167,490-7.2% |
| Participation rate | 100.0% | 81.1%+18.9pp | 74.6%+25.4pp | 82.1%+17.9pp |
| Annual return | 17.42% | 17.97%-0.5pp | 5142.93%-5125.5pp | 478.56%-461.1pp |
| Employer contribution / active EE | $3,405 | $4,163-18.2% | $3,324+2.4% | $4,837-29.6% |
| Participant deferral / active EE | $5,792 | $5,673+2.1% | $4,614+25.5% | $6,341-8.7% |
| Admin fee / account holder | $24 | $9,531-99.8% | $7,493-99.7% | $12,309-99.8% |