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 | $118,699 | $74,888+58.5% | $71,209+66.7% | $142,382-16.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 13.95% | 345.14%-331.2pp | 282.51%-268.6pp | 217.08%-203.1pp |
| Employer contribution / active EE | $2,190 | $2,854-23.3% | $2,721-19.5% | $4,299-49.1% |
| Participant deferral / active EE | $8,836 | $4,454+98.4% | $4,175+111.6% | $6,507+35.8% |
| Admin fee / account holder | $222 | $5,568-96.0% | $5,349-95.9% | $12,624-98.2% |