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 | $177,941 | $209,411-15.0% | $178,490-0.3% | $158,922+12.0% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 9.02% | 188.75%-179.7pp | 151.07%-142.0pp | 302.83%-293.8pp |
| Employer contribution / active EE | $5,191 | $5,706-9.0% | $5,011+3.6% | $4,761+9.0% |
| Participant deferral / active EE | $4,028 | $5,954-32.3% | $5,202-22.6% | $5,982-32.7% |
| Admin fee / account holder | $13 | $17,074-99.9% | $13,984-99.9% | $11,246-99.9% |