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 | $134,120 | $74,888+79.1% | $71,209+88.3% | $142,382-5.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 15.11% | 345.14%-330.0pp | 282.51%-267.4pp | 217.08%-202.0pp |
| Employer contribution / active EE | $4,526 | $2,854+58.5% | $2,721+66.3% | $4,299+5.3% |
| Participant deferral / active EE | $8,363 | $4,454+87.7% | $4,175+100.3% | $6,507+28.5% |
| Admin fee / account holder | $155 | $5,568-97.2% | $5,349-97.1% | $12,624-98.8% |