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 6-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 | $150,295 | $167,484-10.3% | $151,611-0.9% | $134,475+11.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | 307.85% | 7.80%+300.0pp | 3.33%+304.5pp | 417.96%-110.1pp |
| Employer contribution / active EE | $4,182 | $6,829-38.8% | $6,166-32.2% | $4,740-11.8% |
| Participant deferral / active EE | $11,271 | $8,986+25.4% | $8,363+34.8% | $6,400+76.1% |
| Admin fee / account holder | $50 | $13,783-99.6% | $11,616-99.6% | $11,426-99.6% |