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 | $179,885 | $102,966+74.7% | $90,281+99.2% | $152,861+17.7% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 21.64% | 95.16%-73.5pp | 78.10%-56.5pp | 345.32%-323.7pp |
| Employer contribution / active EE | $4,881 | $3,139+55.5% | $2,854+71.0% | $4,762+2.5% |
| Participant deferral / active EE | $13,475 | $4,281+214.7% | $3,885+246.8% | $5,850+130.3% |
| Admin fee / account holder | $63 | $6,171-99.0% | $5,351-98.8% | $11,596-99.5% |