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 | $209,871 | $157,256+33.5% | $141,162+48.7% | $152,861+37.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 16.23% | 64.32%-48.1pp | 71.39%-55.2pp | 345.32%-329.1pp |
| Employer contribution / active EE | $46,500 | $5,261+783.9% | $4,735+882.0% | $4,762+876.4% |
| Participant deferral / active EE | $11,000 | $7,109+54.7% | $6,709+64.0% | $5,850+88.0% |
| Admin fee / account holder | $141 | $12,120-98.8% | $10,261-98.6% | $11,596-98.8% |