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 | $157,978 | $109,817+43.9% | $98,442+60.5% | $167,490-5.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 12.10% | 1956.69%-1944.6pp | 1492.73%-1480.6pp | 478.56%-466.5pp |
| Employer contribution / active EE | $3,376 | $3,224+4.7% | $2,960+14.0% | $4,837-30.2% |
| Participant deferral / active EE | $10,235 | $4,673+119.0% | $4,276+139.3% | $6,341+61.4% |
| Admin fee / account holder | $277 | $6,753-95.9% | $5,949-95.4% | $12,309-97.8% |