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 | $162,234 | $126,574+28.2% | $106,213+52.7% | $145,922+11.2% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 15.49% | 224.79%-209.3pp | 116.14%-100.7pp | 561.29%-545.8pp |
| Employer contribution / active EE | $11,707 | $3,730+213.8% | $3,171+269.1% | $4,660+151.3% |
| Participant deferral / active EE | $17,408 | $5,724+204.1% | $5,016+247.1% | $6,688+160.3% |
| Admin fee / account holder | $0 | $17,304-100.0% | $11,033-100.0% | $13,397-100.0% |