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 | $131,225 | $152,587-14.0% | $125,175+4.8% | $152,861-14.2% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 33.26% | 54.84%-21.6pp | 43.79%-10.5pp | 345.32%-312.1pp |
| Employer contribution / active EE | $13,394 | $4,946+170.8% | $3,865+246.5% | $4,762+181.2% |
| Participant deferral / active EE | $12,126 | $5,868+106.6% | $4,937+145.6% | $5,850+107.3% |
| Admin fee / account holder | $0 | $13,434-100.0% | $9,702-100.0% | $11,596-100.0% |