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 | $153,852 | $74,888+105.4% | $71,209+116.1% | $142,382+8.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 18.58% | 345.14%-326.6pp | 282.51%-263.9pp | 217.08%-198.5pp |
| Employer contribution / active EE | $3,440 | $2,854+20.5% | $2,721+26.4% | $4,299-20.0% |
| Participant deferral / active EE | $3,440 | $4,454-22.8% | $4,175-17.6% | $6,507-47.1% |
| Admin fee / account holder | $20 | $5,568-99.6% | $5,349-99.6% | $12,624-99.8% |