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 | $151,258 | $183,963-17.8% | $162,163-6.7% | $152,861-1.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 29.44% | 150.76%-121.3pp | 115.59%-86.1pp | 345.32%-315.9pp |
| Employer contribution / active EE | $2,515 | $6,371-60.5% | $5,614-55.2% | $4,762-47.2% |
| Participant deferral / active EE | $11,776 | $8,034+46.6% | $7,298+61.4% | $5,850+101.3% |
| Admin fee / account holder | $205 | $13,121-98.4% | $10,843-98.1% | $11,596-98.2% |