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 | $157,630 | $152,587+3.3% | $125,175+25.9% | $152,861+3.1% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 24.11% | 54.84%-30.7pp | 43.79%-19.7pp | 345.32%-321.2pp |
| Employer contribution / active EE | $5,356 | $4,946+8.3% | $3,865+38.6% | $4,762+12.5% |
| Participant deferral / active EE | $12,569 | $5,868+114.2% | $4,937+154.6% | $5,850+114.9% |
| Admin fee / account holder | $0 | $13,434-100.0% | $9,702-100.0% | $11,596-100.0% |