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 | $153,961 | $109,817+40.2% | $98,442+56.4% | $167,490-8.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 14.90% | 1956.69%-1941.8pp | 1492.73%-1477.8pp | 478.56%-463.7pp |
| Employer contribution / active EE | $9,529 | $3,224+195.6% | $2,960+222.0% | $4,837+97.0% |
| Participant deferral / active EE | $3,600 | $4,673-23.0% | $4,276-15.8% | $6,341-43.2% |
| Admin fee / account holder | $0 | $6,753-100.0% | $5,949-100.0% | $12,309-100.0% |