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 | $164,126 | $112,881+45.4% | $90,951+80.5% | $158,922+3.3% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 19.79% | 215.79%-196.0pp | 134.60%-114.8pp | 302.83%-283.0pp |
| Employer contribution / active EE | $549 | $2,893-81.0% | $2,122-74.1% | $4,761-88.5% |
| Participant deferral / active EE | $1,942 | $4,128-53.0% | $3,373-42.4% | $5,982-67.5% |
| Admin fee / account holder | $0 | $8,041-100.0% | $5,959-100.0% | $11,246-100.0% |