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 6-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 | $99,752 | $118,680-15.9% | $98,907+0.9% | $158,922-37.2% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 23.47% | 372.35%-348.9pp | 196.43%-173.0pp | 302.83%-279.4pp |
| Employer contribution / active EE | $11,427 | $3,333+242.9% | $2,689+325.0% | $4,761+140.0% |
| Participant deferral / active EE | $10,000 | $5,088+96.6% | $4,244+135.6% | $5,982+67.2% |
| Admin fee / account holder | $25 | $10,131-99.8% | $6,642-99.6% | $11,246-99.8% |