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 | $164,823 | $102,317+61.1% | $146,958+12.2% | $80,856+103.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 15.71% | 134.76%-119.1pp | 418.34%-402.6pp | 35.59%-19.9pp |
| Employer contribution / active EE | $6,444 | $3,713+73.5% | $4,933+30.6% | $2,755+133.9% |
| Participant deferral / active EE | $7,804 | $6,644+17.5% | $8,070-3.3% | $4,296+81.7% |
| Admin fee / account holder | $42 | $7,941-99.5% | $12,998-99.7% | $6,918-99.4% |