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 | $162,381 | $183,963-11.7% | $162,163+0.1% | $152,861+6.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 20.10% | 150.76%-130.7pp | 115.59%-95.5pp | 345.32%-325.2pp |
| Employer contribution / active EE | $2,643 | $6,371-58.5% | $5,614-52.9% | $4,762-44.5% |
| Participant deferral / active EE | $8,653 | $8,034+7.7% | $7,298+18.6% | $5,850+47.9% |
| Admin fee / account holder | $64 | $13,121-99.5% | $10,843-99.4% | $11,596-99.5% |