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 | $239,811 | $157,256+52.5% | $141,162+69.9% | $152,861+56.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 25.31% | 64.32%-39.0pp | 71.39%-46.1pp | 345.32%-320.0pp |
| Employer contribution / active EE | $3,354 | $5,261-36.3% | $4,735-29.2% | $4,762-29.6% |
| Participant deferral / active EE | $6,653 | $7,109-6.4% | $6,709-0.8% | $5,850+13.7% |
| Admin fee / account holder | $276 | $12,120-97.7% | $10,261-97.3% | $11,596-97.6% |