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 | $160,522 | $210,648-23.8% | $177,989-9.8% | $145,922+10.0% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 15.51% | 385.86%-370.4pp | 294.48%-279.0pp | 561.29%-545.8pp |
| Employer contribution / active EE | $3,467 | $4,565-24.0% | $3,949-12.2% | $4,660-25.6% |
| Participant deferral / active EE | $3,814 | $6,958-45.2% | $6,276-39.2% | $6,688-43.0% |
| Admin fee / account holder | $40 | $12,013-99.7% | $10,363-99.6% | $13,397-99.7% |