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 | $226,953 | $115,770+96.0% | $101,248+124.2% | $158,922+42.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 14.94% | 56.14%-41.2pp | 46.47%-31.5pp | 302.83%-287.9pp |
| Employer contribution / active EE | $3,300 | $4,175-21.0% | $3,660-9.8% | $4,761-30.7% |
| Participant deferral / active EE | $9,957 | $4,957+100.9% | $4,370+127.8% | $5,982+66.4% |
| Admin fee / account holder | $59 | $7,245-99.2% | $5,945-99.0% | $11,246-99.5% |