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 | $183,880 | $105,998+73.5% | $92,233+99.4% | $147,584+24.6% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 21.10% | 50.05%-28.9pp | 176.28%-155.2pp | 578.55%-557.4pp |
| Employer contribution / active EE | $2,843 | $4,333-34.4% | $3,679-22.7% | $4,876-41.7% |
| Participant deferral / active EE | $6,797 | $4,478+51.8% | $3,897+74.4% | $5,439+25.0% |
| Admin fee / account holder | $174 | $6,332-97.3% | $5,194-96.6% | $10,885-98.4% |