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 | $182,744 | $70,756+158.3% | $65,493+179.0% | $142,382+28.3% |
| Participation rate | 91.7% | 77.4%+14.3pp | 73.1%+18.6pp | 80.1%+11.5pp |
| Annual return | 12.83% | 1754.89%-1742.1pp | 982.45%-969.6pp | 217.08%-204.2pp |
| Employer contribution / active EE | $5,465 | $2,881+89.7% | $2,574+112.3% | $4,299+27.1% |
| Participant deferral / active EE | $0 | $4,637-100.0% | $3,961-100.0% | $6,507-100.0% |
| Admin fee / account holder | $22 | $6,559-99.7% | $5,028-99.6% | $12,624-99.8% |