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 | $143,316 | $198,466-27.8% | $170,442-15.9% | $147,584-2.9% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 19.65% | 257.29%-237.6pp | 205.93%-186.3pp | 578.55%-558.9pp |
| Employer contribution / active EE | $3,133 | $6,184-49.3% | $5,433-42.3% | $4,876-35.8% |
| Participant deferral / active EE | $9,684 | $5,629+72.0% | $4,939+96.1% | $5,439+78.1% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,880-100.0% | $10,885-100.0% |