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 | $187,775 | $147,727+27.1% | $115,756+62.2% | $134,475+39.6% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.1%+22.9pp | 81.2%+18.8pp |
| Annual return | 1.86% | 73.96%-72.1pp | 143.14%-141.3pp | 417.96%-416.1pp |
| Employer contribution / active EE | $2,311 | $4,713-51.0% | $3,793-39.1% | $4,740-51.2% |
| Participant deferral / active EE | $2,889 | $7,563-61.8% | $6,254-53.8% | $6,400-54.9% |
| Admin fee / account holder | $0 | $14,571-100.0% | $8,124-100.0% | $11,426-100.0% |