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 | $175,061 | $99,020+76.8% | $86,590+102.2% | $147,584+18.6% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 19.54% | 1312.34%-1292.8pp | 964.84%-945.3pp | 578.55%-559.0pp |
| Employer contribution / active EE | $4,080 | $3,132+30.3% | $2,839+43.7% | $4,876-16.3% |
| Participant deferral / active EE | $3,323 | $3,972-16.3% | $3,609-7.9% | $5,439-38.9% |
| Admin fee / account holder | $107 | $5,710-98.1% | $4,906-97.8% | $10,885-99.0% |