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 | $139,487 | $150,187-7.1% | $120,354+15.9% | $145,922-4.4% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 15.75% | 154.07%-138.3pp | 107.15%-91.4pp | 561.29%-545.5pp |
| Employer contribution / active EE | $3,467 | $4,348-20.3% | $3,463+0.1% | $4,660-25.6% |
| Participant deferral / active EE | $5,074 | $6,173-17.8% | $4,991+1.7% | $6,688-24.1% |
| Admin fee / account holder | $289 | $12,207-97.6% | $9,423-96.9% | $13,397-97.8% |