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 | $166,313 | $108,919+52.7% | $100,391+65.7% | $145,922+14.0% |
| Participation rate | 100.0% | 82.9%+17.1pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 21.74% | 57.88%-36.1pp | 49.20%-27.5pp | 561.29%-539.5pp |
| Employer contribution / active EE | $4,666 | $4,419+5.6% | $3,942+18.4% | $4,660+0.1% |
| Participant deferral / active EE | $9,008 | $8,445+6.7% | $8,082+11.5% | $6,688+34.7% |
| Admin fee / account holder | $110 | $9,689-98.9% | $7,899-98.6% | $13,397-99.2% |