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 | $158,693 | $109,327+45.2% | $89,391+77.5% | $158,922-0.1% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 10.36% | 345.68%-335.3pp | 245.62%-235.3pp | 302.83%-292.5pp |
| Employer contribution / active EE | $1,617 | $3,170-49.0% | $2,586-37.5% | $4,761-66.0% |
| Participant deferral / active EE | $7,346 | $4,598+59.7% | $3,890+88.8% | $5,982+22.8% |
| Admin fee / account holder | $0 | $6,153-100.0% | $4,881-100.0% | $11,246-100.0% |