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 | $165,012 | $96,635+70.8% | $86,612+90.5% | $139,434+18.3% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 10.89% | 106.41%-95.5pp | 591.07%-580.2pp | 372.94%-362.1pp |
| Employer contribution / active EE | $2,553 | $3,263-21.8% | $3,022-15.5% | $4,751-46.3% |
| Participant deferral / active EE | $12,723 | $4,836+163.1% | $4,438+186.7% | $6,710+89.6% |
| Admin fee / account holder | $0 | $6,408-100.0% | $5,614-100.0% | $11,403-100.0% |