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 | $172,085 | $115,770+48.6% | $101,248+70.0% | $158,922+8.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 25.17% | 56.14%-31.0pp | 46.47%-21.3pp | 302.83%-277.7pp |
| Employer contribution / active EE | $2,667 | $4,175-36.1% | $3,660-27.1% | $4,761-44.0% |
| Participant deferral / active EE | $9,134 | $4,957+84.3% | $4,370+109.0% | $5,982+52.7% |
| Admin fee / account holder | $50 | $7,245-99.3% | $5,945-99.2% | $11,246-99.6% |