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 | $144,555 | $90,320+60.0% | $59,496+143.0% | $125,391+15.3% |
| Participation rate | 100.0% | 68.3%+31.7pp | 54.6%+45.4pp | 83.2%+16.8pp |
| Annual return | 7.14% | 369.13%-362.0pp | 182.05%-174.9pp | 282.22%-275.1pp |
| Employer contribution / active EE | $466 | $1,792-74.0% | $1,153-59.6% | $4,866-90.4% |
| Participant deferral / active EE | $534 | $2,716-80.3% | $1,829-70.8% | $5,352-90.0% |
| Admin fee / account holder | $0 | $3,063-100.0% | $2,232-100.0% | $9,540-100.0% |