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 | $122,261 | $183,963-33.5% | $162,163-24.6% | $152,861-20.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 20.96% | 150.76%-129.8pp | 115.59%-94.6pp | 345.32%-324.4pp |
| Employer contribution / active EE | $1,516 | $6,371-76.2% | $5,614-73.0% | $4,762-68.2% |
| Participant deferral / active EE | $4,126 | $8,034-48.6% | $7,298-43.5% | $5,850-29.5% |
| Admin fee / account holder | $0 | $13,121-100.0% | $10,843-100.0% | $11,596-100.0% |