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 | $163,847 | $74,888+118.8% | $71,209+130.1% | $142,382+15.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 15.38% | 345.14%-329.8pp | 282.51%-267.1pp | 217.08%-201.7pp |
| Employer contribution / active EE | $3,390 | $2,854+18.8% | $2,721+24.6% | $4,299-21.1% |
| Participant deferral / active EE | $4,656 | $4,454+4.5% | $4,175+11.5% | $6,507-28.5% |
| Admin fee / account holder | $45 | $5,568-99.2% | $5,349-99.2% | $12,624-99.6% |