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 | $173,398 | $97,757+77.4% | $83,848+106.8% | $135,375+28.1% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | 15.57% | 1287.37%-1271.8pp | 850.88%-835.3pp | 519.73%-504.2pp |
| Employer contribution / active EE | $987 | $4,222-76.6% | $3,631-72.8% | $4,779-79.3% |
| Participant deferral / active EE | $10,973 | $4,682+134.4% | $4,082+168.8% | $5,609+95.6% |
| Admin fee / account holder | $0 | $6,674-100.0% | $5,478-100.0% | $10,827-100.0% |