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 | $162,453 | $105,998+53.3% | $92,233+76.1% | $147,584+10.1% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 15.89% | 50.05%-34.2pp | 176.28%-160.4pp | 578.55%-562.7pp |
| Employer contribution / active EE | $1,720 | $4,333-60.3% | $3,679-53.3% | $4,876-64.7% |
| Participant deferral / active EE | $6,803 | $4,478+51.9% | $3,897+74.6% | $5,439+25.1% |
| Admin fee / account holder | $211 | $6,332-96.7% | $5,194-95.9% | $10,885-98.1% |