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 | $176,726 | $162,781+8.6% | $133,956+31.9% | $158,922+11.2% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 21.58% | 41.94%-20.4pp | 45.09%-23.5pp | 302.83%-281.2pp |
| Employer contribution / active EE | $8,006 | $4,975+60.9% | $3,919+104.3% | $4,761+68.2% |
| Participant deferral / active EE | $8,530 | $5,911+44.3% | $5,048+69.0% | $5,982+42.6% |
| Admin fee / account holder | $0 | $11,736-100.0% | $8,927-100.0% | $11,246-100.0% |