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 | $114,411 | $183,963-37.8% | $162,163-29.4% | $152,861-25.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 28.93% | 150.76%-121.8pp | 115.59%-86.7pp | 345.32%-316.4pp |
| Employer contribution / active EE | $15,310 | $6,371+140.3% | $5,614+172.7% | $4,762+221.5% |
| Participant deferral / active EE | $9,155 | $8,034+14.0% | $7,298+25.4% | $5,850+56.5% |
| Admin fee / account holder | $0 | $13,121-100.0% | $10,843-100.0% | $11,596-100.0% |