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 | $172,658 | $77,899+121.6% | $149,673+15.4% | $75,163+129.7% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 17.84% | 31.72%-13.9pp | 134.42%-116.6pp | 160.62%-142.8pp |
| Employer contribution / active EE | $3,690 | $3,137+17.6% | $4,818-23.4% | $2,670+38.2% |
| Participant deferral / active EE | $10,593 | $3,411+210.5% | $5,680+86.5% | $4,125+156.8% |
| Admin fee / account holder | $147 | $5,956-97.5% | $13,210-98.9% | $5,651-97.4% |