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 | $145,269 | $70,756+105.3% | $65,493+121.8% | $142,382+2.0% |
| Participation rate | 81.8% | 77.4%+4.4pp | 73.1%+8.7pp | 80.1%+1.7pp |
| Annual return | 15.58% | 1754.89%-1739.3pp | 982.45%-966.9pp | 217.08%-201.5pp |
| Employer contribution / active EE | $0 | $2,881-100.0% | $2,574-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $16,135 | $4,637+247.9% | $3,961+307.3% | $6,507+148.0% |
| Admin fee / account holder | $258 | $6,559-96.1% | $5,028-94.9% | $12,624-98.0% |