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 | $158,969 | $102,966+54.4% | $90,281+76.1% | $152,861+4.0% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 28.16% | 95.16%-67.0pp | 78.10%-49.9pp | 345.32%-317.2pp |
| Employer contribution / active EE | $5,967 | $3,139+90.1% | $2,854+109.0% | $4,762+25.3% |
| Participant deferral / active EE | $6,551 | $4,281+53.0% | $3,885+68.6% | $5,850+12.0% |
| Admin fee / account holder | $13 | $6,171-99.8% | $5,351-99.8% | $11,596-99.9% |