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 | $200,548 | $152,587+31.4% | $125,175+60.2% | $152,861+31.2% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 23.99% | 54.84%-30.9pp | 43.79%-19.8pp | 345.32%-321.3pp |
| Employer contribution / active EE | $16,638 | $4,946+236.4% | $3,865+330.4% | $4,762+249.4% |
| Participant deferral / active EE | $8,011 | $5,868+36.5% | $4,937+62.3% | $5,850+36.9% |
| Admin fee / account holder | $175 | $13,434-98.7% | $9,702-98.2% | $11,596-98.5% |