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 | $194,163 | $114,047+70.2% | $96,139+102.0% | $167,490+15.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 16.37% | 189.88%-173.5pp | 191.94%-175.6pp | 478.56%-462.2pp |
| Employer contribution / active EE | $1,926 | $3,427-43.8% | $2,797-31.1% | $4,837-60.2% |
| Participant deferral / active EE | $7,108 | $5,194+36.9% | $4,349+63.4% | $6,341+12.1% |
| Admin fee / account holder | $145 | $6,897-97.9% | $5,537-97.4% | $12,309-98.8% |