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 | $160,288 | $111,754+43.4% | $103,333+55.1% | $145,922+9.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 17.45% | 24.77%-7.3pp | 24.88%-7.4pp | 561.29%-543.8pp |
| Employer contribution / active EE | $13,111 | $4,212+211.2% | $3,868+239.0% | $4,660+181.4% |
| Participant deferral / active EE | $14,341 | $5,619+155.2% | $5,057+183.6% | $6,688+114.4% |
| Admin fee / account holder | $0 | $9,750-100.0% | $8,355-100.0% | $13,397-100.0% |