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 | $135,520 | $158,398-14.4% | $126,539+7.1% | $142,382-4.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 19.76% | 593.76%-574.0pp | 425.95%-406.2pp | 217.08%-197.3pp |
| Employer contribution / active EE | $1,456 | $4,650-68.7% | $3,674-60.4% | $4,299-66.1% |
| Participant deferral / active EE | $4,840 | $4,767+1.5% | $4,083+18.5% | $6,507-25.6% |
| Admin fee / account holder | $0 | $6,918-100.0% | $6,065-100.0% | $12,624-100.0% |