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 | $132,726 | $88,751+49.5% | $81,812+62.2% | $145,922-9.0% |
| Participation rate | 85.7% | 75.0%+10.7pp | 72.3%+13.4pp | 80.3%+5.4pp |
| Annual return | 11.18% | 1025.40%-1014.2pp | 773.79%-762.6pp | 561.29%-550.1pp |
| Employer contribution / active EE | $1,446 | $3,083-53.1% | $2,912-50.3% | $4,660-69.0% |
| Participant deferral / active EE | $3,076 | $4,643-33.8% | $4,319-28.8% | $6,688-54.0% |
| Admin fee / account holder | $95 | $8,415-98.9% | $7,386-98.7% | $13,397-99.3% |