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 | $82,401 | $157,256-47.6% | $141,162-41.6% | $152,861-46.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 26.28% | 64.32%-38.0pp | 71.39%-45.1pp | 345.32%-319.0pp |
| Employer contribution / active EE | $9,196 | $5,261+74.8% | $4,735+94.2% | $4,762+93.1% |
| Participant deferral / active EE | $26,840 | $7,109+277.5% | $6,709+300.1% | $5,850+358.8% |
| Admin fee / account holder | $0 | $12,120-100.0% | $10,261-100.0% | $11,596-100.0% |