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 | $174,995 | $74,888+133.7% | $71,209+145.7% | $142,382+22.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 14.22% | 345.14%-330.9pp | 282.51%-268.3pp | 217.08%-202.9pp |
| Employer contribution / active EE | $1,714 | $2,854-39.9% | $2,721-37.0% | $4,299-60.1% |
| Participant deferral / active EE | $5,900 | $4,454+32.4% | $4,175+41.3% | $6,507-9.3% |
| Admin fee / account holder | $165 | $5,568-97.0% | $5,349-96.9% | $12,624-98.7% |