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 | $149,470 | $102,616+45.7% | $81,983+82.3% | $158,922-5.9% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.2%+30.8pp | 82.0%+18.0pp |
| Annual return | 25.62% | 61.04%-35.4pp | 41.31%-15.7pp | 302.83%-277.2pp |
| Employer contribution / active EE | $1,377 | $3,240-57.5% | $2,498-44.9% | $4,761-71.1% |
| Participant deferral / active EE | $10,892 | $4,648+134.3% | $3,722+192.6% | $5,982+82.1% |
| Admin fee / account holder | $0 | $8,235-100.0% | $5,664-100.0% | $11,246-100.0% |