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 8-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 | $135,717 | $69,207+96.1% | $64,056+111.9% | $139,434-2.7% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 22.38% | 45.88%-23.5pp | 33.69%-11.3pp | 372.94%-350.6pp |
| Employer contribution / active EE | $3,731 | $3,182+17.2% | $2,747+35.8% | $4,751-21.5% |
| Participant deferral / active EE | $14,963 | $4,682+219.6% | $3,880+285.6% | $6,710+123.0% |
| Admin fee / account holder | $0 | $4,244-100.0% | $3,068-100.0% | $11,403-100.0% |