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 | $148,810 | $169,032-12.0% | $129,207+15.2% | $145,922+2.0% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 7.82% | 14330.11%-14322.3pp | 9417.33%-9409.5pp | 561.29%-553.5pp |
| Employer contribution / active EE | $1,053 | $5,537-81.0% | $4,153-74.7% | $4,660-77.4% |
| Participant deferral / active EE | $8,909 | $4,987+78.6% | $4,168+113.8% | $6,688+33.2% |
| Admin fee / account holder | $73 | $9,954-99.3% | $7,715-99.1% | $13,397-99.5% |