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 | $156,401 | $154,117+1.5% | $129,995+20.3% | $139,434+12.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 11.75% | 32.48%-20.7pp | -137.18%+148.9pp | 372.94%-361.2pp |
| Employer contribution / active EE | $21,570 | $5,289+307.8% | $4,320+399.3% | $4,751+354.0% |
| Participant deferral / active EE | $14,247 | $6,710+112.3% | $5,820+144.8% | $6,710+112.3% |
| Admin fee / account holder | $227 | $14,007-98.4% | $10,614-97.9% | $11,403-98.0% |