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 | $109,444 | $183,963-40.5% | $162,163-32.5% | $152,861-28.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 31.14% | 150.76%-119.6pp | 115.59%-84.5pp | 345.32%-314.2pp |
| Employer contribution / active EE | $5,112 | $6,371-19.8% | $5,614-8.9% | $4,762+7.3% |
| Participant deferral / active EE | $16,675 | $8,034+107.6% | $7,298+128.5% | $5,850+185.0% |
| Admin fee / account holder | $0 | $13,121-100.0% | $10,843-100.0% | $11,596-100.0% |