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 | $244,121 | $165,335+47.7% | $149,696+63.1% | $158,922+53.6% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 17.45% | 348.15%-330.7pp | 276.60%-259.1pp | 302.83%-285.4pp |
| Employer contribution / active EE | $1,407 | $5,103-72.4% | $4,644-69.7% | $4,761-70.4% |
| Participant deferral / active EE | $12,636 | $7,181+76.0% | $6,842+84.7% | $5,982+111.2% |
| Admin fee / account holder | $228 | $10,807-97.9% | $9,309-97.6% | $11,246-98.0% |