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 | $190,201 | $105,998+79.4% | $92,233+106.2% | $147,584+28.9% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 16.71% | 50.05%-33.3pp | 176.28%-159.6pp | 578.55%-561.8pp |
| Employer contribution / active EE | $1,562 | $4,333-63.9% | $3,679-57.5% | $4,876-68.0% |
| Participant deferral / active EE | $5,969 | $4,478+33.3% | $3,897+53.2% | $5,439+9.8% |
| Admin fee / account holder | $88 | $6,332-98.6% | $5,194-98.3% | $10,885-99.2% |