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 | $147,355 | $107,334+37.3% | $92,893+58.6% | $152,861-3.6% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 23.52% | 145.58%-122.1pp | 109.41%-85.9pp | 345.32%-321.8pp |
| Employer contribution / active EE | $3,681 | $4,221-12.8% | $3,653+0.8% | $4,762-22.7% |
| Participant deferral / active EE | $8,762 | $4,845+80.9% | $4,236+106.8% | $5,850+49.8% |
| Admin fee / account holder | $227 | $7,079-96.8% | $5,794-96.1% | $11,596-98.0% |