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 | $125,049 | $158,398-21.1% | $126,539-1.2% | $142,382-12.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 13.81% | 593.76%-580.0pp | 425.95%-412.1pp | 217.08%-203.3pp |
| Employer contribution / active EE | $6,198 | $4,650+33.3% | $3,674+68.7% | $4,299+44.2% |
| Participant deferral / active EE | $12,434 | $4,767+160.8% | $4,083+204.6% | $6,507+91.1% |
| Admin fee / account holder | $0 | $6,918-100.0% | $6,065-100.0% | $12,624-100.0% |