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 | $151,572 | $112,096+35.2% | $95,952+58.0% | $158,922-4.6% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 14.16% | 171.09%-156.9pp | 91.61%-77.5pp | 302.83%-288.7pp |
| Employer contribution / active EE | $1,304 | $3,198-59.2% | $2,541-48.7% | $4,761-72.6% |
| Participant deferral / active EE | $9,467 | $4,784+97.9% | $4,167+127.2% | $5,982+58.2% |
| Admin fee / account holder | $0 | $10,130-100.0% | $6,795-100.0% | $11,246-100.0% |