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 | $167,701 | $127,264+31.8% | $109,895+52.6% | $167,490+0.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.2%+25.8pp | 82.1%+17.9pp |
| Annual return | 41.03% | 22.97%+18.1pp | 29.45%+11.6pp | 478.56%-437.5pp |
| Employer contribution / active EE | $2,400 | $3,322-27.8% | $2,842-15.6% | $4,837-50.4% |
| Participant deferral / active EE | $19,500 | $4,514+332.0% | $4,048+381.7% | $6,341+207.5% |
| Admin fee / account holder | $0 | $7,114-100.0% | $6,066-100.0% | $12,309-100.0% |