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 | $192,664 | $100,852+91.0% | $90,404+113.1% | $158,922+21.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 9.27% | 1724.20%-1714.9pp | 1293.02%-1283.7pp | 302.83%-293.6pp |
| Employer contribution / active EE | $4,428 | $3,689+20.0% | $3,262+35.7% | $4,761-7.0% |
| Participant deferral / active EE | $3,855 | $4,348-11.3% | $3,963-2.7% | $5,982-35.6% |
| Admin fee / account holder | $16 | $6,501-99.8% | $5,611-99.7% | $11,246-99.9% |