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 | $141,720 | $69,207+104.8% | $64,056+121.2% | $139,434+1.6% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 15.68% | 45.88%-30.2pp | 33.69%-18.0pp | 372.94%-357.3pp |
| Employer contribution / active EE | $10,930 | $3,182+243.5% | $2,747+298.0% | $4,751+130.1% |
| Participant deferral / active EE | $6,098 | $4,682+30.2% | $3,880+57.2% | $6,710-9.1% |
| Admin fee / account holder | $13 | $4,244-99.7% | $3,068-99.6% | $11,403-99.9% |