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 | $150,256 | $105,998+41.8% | $92,233+62.9% | $147,584+1.8% |
| Participation rate | 71.4% | 80.4%-9.0pp | 76.5%-5.1pp | 82.8%-11.4pp |
| Annual return | 14.12% | 50.05%-35.9pp | 176.28%-162.2pp | 578.55%-564.4pp |
| Employer contribution / active EE | $4,816 | $4,333+11.1% | $3,679+30.9% | $4,876-1.2% |
| Participant deferral / active EE | $10,401 | $4,478+132.3% | $3,897+166.9% | $5,439+91.2% |
| Admin fee / account holder | $0 | $6,332-100.0% | $5,194-100.0% | $10,885-100.0% |