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 | $226,963 | $127,065+78.6% | $113,168+100.6% | $142,382+59.4% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 16.09% | 24.03%-7.9pp | 24.27%-8.2pp | 217.08%-201.0pp |
| Employer contribution / active EE | $1,750 | $3,442-49.2% | $2,975-41.2% | $4,299-59.3% |
| Participant deferral / active EE | $11,167 | $5,716+95.3% | $5,107+118.7% | $6,507+71.6% |
| Admin fee / account holder | $60 | $15,736-99.6% | $12,068-99.5% | $12,624-99.5% |