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 | $160,985 | $110,502+45.7% | $80,716+99.4% | $167,490-3.9% |
| Participation rate | 83.3% | 64.0%+19.4pp | 54.2%+29.2pp | 82.1%+1.2pp |
| Annual return | 18.93% | 120.54%-101.6pp | 87.28%-68.3pp | 478.56%-459.6pp |
| Employer contribution / active EE | $1,345 | $1,543-12.8% | $1,160+16.0% | $4,837-72.2% |
| Participant deferral / active EE | $9,751 | $2,871+239.7% | $2,146+354.4% | $6,341+53.8% |
| Admin fee / account holder | $0 | $4,545-100.0% | $3,380-100.0% | $12,309-100.0% |