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 | $169,983 | $152,587+11.4% | $125,175+35.8% | $152,861+11.2% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 12.31% | 54.84%-42.5pp | 43.79%-31.5pp | 345.32%-333.0pp |
| Employer contribution / active EE | $8,696 | $4,946+75.8% | $3,865+125.0% | $4,762+82.6% |
| Participant deferral / active EE | $0 | $5,868-100.0% | $4,937-100.0% | $5,850-100.0% |
| Admin fee / account holder | $175 | $13,434-98.7% | $9,702-98.2% | $11,596-98.5% |