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 | $148,605 | $92,703+60.3% | $82,719+79.6% | $134,475+10.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | 8.14% | 944.92%-936.8pp | 701.18%-693.0pp | 417.96%-409.8pp |
| Employer contribution / active EE | $6,284 | $3,274+91.9% | $3,009+108.8% | $4,740+32.6% |
| Participant deferral / active EE | $8,523 | $4,802+77.5% | $4,395+93.9% | $6,400+33.2% |
| Admin fee / account holder | $13 | $5,983-99.8% | $5,329-99.8% | $11,426-99.9% |