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 | $138,597 | $99,020+40.0% | $86,590+60.1% | $147,584-6.1% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 16.49% | 1312.34%-1295.8pp | 964.84%-948.3pp | 578.55%-562.1pp |
| Employer contribution / active EE | $20,485 | $3,132+554.1% | $2,839+621.5% | $4,876+320.1% |
| Participant deferral / active EE | $9,000 | $3,972+126.6% | $3,609+149.4% | $5,439+65.5% |
| Admin fee / account holder | -$153 | $5,710-102.7% | $4,906-103.1% | $10,885-101.4% |