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 | $161,641 | $112,881+43.2% | $90,951+77.7% | $158,922+1.7% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 46.49% | 215.79%-169.3pp | 134.60%-88.1pp | 302.83%-256.3pp |
| Employer contribution / active EE | $4,638 | $2,893+60.3% | $2,122+118.6% | $4,761-2.6% |
| Participant deferral / active EE | $0 | $4,128-100.0% | $3,373-100.0% | $5,982-100.0% |
| Admin fee / account holder | $195 | $8,041-97.6% | $5,959-96.7% | $11,246-98.3% |