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 | $184,039 | $185,200-0.6% | $142,863+28.8% | $167,490+9.9% |
| Participation rate | 100.0% | 78.4%+21.6pp | 71.9%+28.1pp | 82.1%+17.9pp |
| Annual return | 15.53% | 8555.70%-8540.2pp | 5637.54%-5622.0pp | 478.56%-463.0pp |
| Employer contribution / active EE | $6,401 | $5,604+14.2% | $4,144+54.5% | $4,837+32.3% |
| Participant deferral / active EE | $7,536 | $4,494+67.7% | $3,837+96.4% | $6,341+18.8% |
| Admin fee / account holder | $127 | $8,031-98.4% | $6,560-98.1% | $12,309-99.0% |