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 | $173,435 | $109,327+58.6% | $89,391+94.0% | $158,922+9.1% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 13.56% | 345.68%-332.1pp | 245.62%-232.1pp | 302.83%-289.3pp |
| Employer contribution / active EE | $1,758 | $3,170-44.5% | $2,586-32.0% | $4,761-63.1% |
| Participant deferral / active EE | $3,249 | $4,598-29.3% | $3,890-16.5% | $5,982-45.7% |
| Admin fee / account holder | $0 | $6,153-100.0% | $4,881-100.0% | $11,246-100.0% |