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 | $155,680 | $165,912-6.2% | $122,332+27.3% | $147,584+5.5% |
| Participation rate | 100.0% | 79.6%+20.4pp | 71.6%+28.4pp | 82.8%+17.2pp |
| Annual return | 13.50% | 34.55%-21.1pp | 30.27%-16.8pp | 578.55%-565.1pp |
| Employer contribution / active EE | $3,441 | $5,754-40.2% | $4,050-15.0% | $4,876-29.4% |
| Participant deferral / active EE | $7,633 | $4,005+90.6% | $3,287+132.2% | $5,439+40.3% |
| Admin fee / account holder | $19 | $7,424-99.7% | $5,478-99.7% | $10,885-99.8% |