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 | $197,096 | $158,398+24.4% | $126,539+55.8% | $142,382+38.4% |
| Participation rate | 80.0% | 75.8%+4.2pp | 69.8%+10.2pp | 80.1%-0.1pp |
| Annual return | 19.22% | 593.76%-574.5pp | 425.95%-406.7pp | 217.08%-197.9pp |
| Employer contribution / active EE | $1,876 | $4,650-59.6% | $3,674-48.9% | $4,299-56.4% |
| Participant deferral / active EE | $10,812 | $4,767+126.8% | $4,083+164.8% | $6,507+66.1% |
| Admin fee / account holder | $20 | $6,918-99.7% | $6,065-99.7% | $12,624-99.8% |