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 | $157,624 | $106,890+47.5% | $84,015+87.6% | $152,861+3.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 21.17% | 104.99%-83.8pp | 71.31%-50.1pp | 345.32%-324.1pp |
| Employer contribution / active EE | $3,464 | $2,734+26.7% | $1,983+74.6% | $4,762-27.3% |
| Participant deferral / active EE | $8,036 | $4,011+100.3% | $3,239+148.1% | $5,850+37.4% |
| Admin fee / account holder | $165 | $8,285-98.0% | $6,101-97.3% | $11,596-98.6% |