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 | $145,381 | $96,635+50.4% | $86,612+67.9% | $139,434+4.3% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 15.39% | 106.41%-91.0pp | 591.07%-575.7pp | 372.94%-357.6pp |
| Employer contribution / active EE | $11,876 | $3,263+263.9% | $3,022+292.9% | $4,751+150.0% |
| Participant deferral / active EE | $8,567 | $4,836+77.1% | $4,438+93.0% | $6,710+27.7% |
| Admin fee / account holder | $17 | $6,408-99.7% | $5,614-99.7% | $11,403-99.8% |