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 | $226,461 | $110,261+105.4% | $95,745+136.5% | $139,434+62.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 14.81% | 27.11%-12.3pp | 28.35%-13.5pp | 372.94%-358.1pp |
| Employer contribution / active EE | $2,353 | $3,257-27.8% | $2,835-17.0% | $4,751-50.5% |
| Participant deferral / active EE | $9,280 | $4,676+98.5% | $4,245+118.6% | $6,710+38.3% |
| Admin fee / account holder | $39 | $6,613-99.4% | $5,678-99.3% | $11,403-99.7% |