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 | $149,510 | $152,587-2.0% | $125,175+19.4% | $152,861-2.2% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 33.02% | 54.84%-21.8pp | 43.79%-10.8pp | 345.32%-312.3pp |
| Employer contribution / active EE | $4,827 | $4,946-2.4% | $3,865+24.9% | $4,762+1.4% |
| Participant deferral / active EE | $9,453 | $5,868+61.1% | $4,937+91.5% | $5,850+61.6% |
| Admin fee / account holder | $0 | $13,434-100.0% | $9,702-100.0% | $11,596-100.0% |