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 | $150,259 | $115,770+29.8% | $101,248+48.4% | $158,922-5.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 20.77% | 56.14%-35.4pp | 46.47%-25.7pp | 302.83%-282.1pp |
| Employer contribution / active EE | $2,433 | $4,175-41.7% | $3,660-33.5% | $4,761-48.9% |
| Participant deferral / active EE | $15,137 | $4,957+205.3% | $4,370+246.4% | $5,982+153.0% |
| Admin fee / account holder | $186 | $7,245-97.4% | $5,945-96.9% | $11,246-98.3% |