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 | $199,435 | $115,770+72.3% | $101,248+97.0% | $158,922+25.5% |
| Participation rate | 85.7% | 79.4%+6.3pp | 75.8%+9.9pp | 82.0%+3.8pp |
| Annual return | 16.46% | 56.14%-39.7pp | 46.47%-30.0pp | 302.83%-286.4pp |
| Employer contribution / active EE | $1,955 | $4,175-53.2% | $3,660-46.6% | $4,761-58.9% |
| Participant deferral / active EE | $9,232 | $4,957+86.2% | $4,370+111.3% | $5,982+54.3% |
| Admin fee / account holder | $12 | $7,245-99.8% | $5,945-99.8% | $11,246-99.9% |