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 | $226,841 | $117,841+92.5% | $102,423+121.5% | $145,922+55.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 16.22% | 31.65%-15.4pp | 29.32%-13.1pp | 561.29%-545.1pp |
| Employer contribution / active EE | $4,261 | $3,615+17.9% | $3,023+40.9% | $4,660-8.6% |
| Participant deferral / active EE | $9,057 | $5,731+58.0% | $5,053+79.3% | $6,688+35.4% |
| Admin fee / account holder | $2 | $13,326-100.0% | $9,451-100.0% | $13,397-100.0% |