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 | $147,974 | $108,919+35.9% | $100,391+47.4% | $145,922+1.4% |
| Participation rate | 100.0% | 82.9%+17.1pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 11.41% | 57.88%-46.5pp | 49.20%-37.8pp | 561.29%-549.9pp |
| Employer contribution / active EE | $6,919 | $4,419+56.6% | $3,942+75.5% | $4,660+48.5% |
| Participant deferral / active EE | $15,930 | $8,445+88.6% | $8,082+97.1% | $6,688+138.2% |
| Admin fee / account holder | $25 | $9,689-99.7% | $7,899-99.7% | $13,397-99.8% |