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 | $133,180 | $112,881+18.0% | $90,951+46.4% | $158,922-16.2% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 15.15% | 215.79%-200.6pp | 134.60%-119.4pp | 302.83%-287.7pp |
| Employer contribution / active EE | $4,661 | $2,893+61.1% | $2,122+119.6% | $4,761-2.1% |
| Participant deferral / active EE | $4,783 | $4,128+15.9% | $3,373+41.8% | $5,982-20.0% |
| Admin fee / account holder | $0 | $8,041-100.0% | $5,959-100.0% | $11,246-100.0% |