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 | $164,425 | $95,971+71.3% | $74,550+120.6% | $135,375+21.5% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | 9.49% | 56.96%-47.5pp | 32.53%-23.0pp | 519.73%-510.2pp |
| Employer contribution / active EE | $2,481 | $2,716-8.6% | $1,961+26.5% | $4,779-48.1% |
| Participant deferral / active EE | $3,331 | $3,843-13.3% | $3,108+7.2% | $5,609-40.6% |
| Admin fee / account holder | $0 | $6,522-100.0% | $5,060-100.0% | $10,827-100.0% |