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 | $122,155 | $104,907+16.4% | $84,611+44.4% | $152,861-20.1% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.4%+17.6pp |
| Annual return | 19.79% | 373.79%-354.0pp | 258.74%-239.0pp | 345.32%-325.5pp |
| Employer contribution / active EE | $520 | $3,302-84.3% | $2,652-80.4% | $4,762-89.1% |
| Participant deferral / active EE | $12,017 | $4,688+156.3% | $3,899+208.2% | $5,850+105.4% |
| Admin fee / account holder | $145 | $6,241-97.7% | $4,912-97.0% | $11,596-98.7% |