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 | $174,929 | $90,348+93.6% | $75,972+130.3% | $145,922+19.9% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 15.18% | 620.88%-605.7pp | 359.55%-344.4pp | 561.29%-546.1pp |
| Employer contribution / active EE | $11,603 | $3,311+250.4% | $2,685+332.2% | $4,660+149.0% |
| Participant deferral / active EE | $11,322 | $5,162+119.3% | $4,255+166.0% | $6,688+69.3% |
| Admin fee / account holder | $161 | $8,467-98.1% | $6,467-97.5% | $13,397-98.8% |