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 | $156,266 | $102,616+52.3% | $81,983+90.6% | $158,922-1.7% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.2%+30.8pp | 82.0%+18.0pp |
| Annual return | 24.52% | 61.04%-36.5pp | 41.31%-16.8pp | 302.83%-278.3pp |
| Employer contribution / active EE | $5,595 | $3,240+72.7% | $2,498+124.0% | $4,761+17.5% |
| Participant deferral / active EE | $13,307 | $4,648+186.3% | $3,722+257.5% | $5,982+122.5% |
| Admin fee / account holder | $20 | $8,235-99.8% | $5,664-99.6% | $11,246-99.8% |