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 | $166,310 | $142,405+16.8% | $115,157+44.4% | $152,861+8.8% |
| Participation rate | 100.0% | 82.4%+17.6pp | 75.9%+24.1pp | 82.4%+17.6pp |
| Annual return | 19.53% | 41.48%-21.9pp | 35.60%-16.1pp | 345.32%-325.8pp |
| Employer contribution / active EE | $19,672 | $4,010+390.6% | $3,179+518.8% | $4,762+313.1% |
| Participant deferral / active EE | $13,160 | $5,164+154.8% | $4,168+215.7% | $5,850+125.0% |
| Admin fee / account holder | $0 | $8,462-100.0% | $7,088-100.0% | $11,596-100.0% |