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 | $86,931 | $104,664-16.9% | $85,682+1.5% | $167,490-48.1% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.9%+30.1pp | 82.1%+17.9pp |
| Annual return | 18.53% | 21.45%-2.9pp | 21.49%-3.0pp | 478.56%-460.0pp |
| Employer contribution / active EE | $12,245 | $3,337+267.0% | $2,618+367.7% | $4,837+153.1% |
| Participant deferral / active EE | $9,464 | $4,824+96.2% | $3,923+141.3% | $6,341+49.2% |
| Admin fee / account holder | $7 | $10,032-99.9% | $6,873-99.9% | $12,309-99.9% |