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 | $229,790 | $162,781+41.2% | $133,956+71.5% | $158,922+44.6% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 16.25% | 41.94%-25.7pp | 45.09%-28.8pp | 302.83%-286.6pp |
| Employer contribution / active EE | $2,600 | $4,975-47.7% | $3,919-33.6% | $4,761-45.4% |
| Participant deferral / active EE | $4,902 | $5,911-17.1% | $5,048-2.9% | $5,982-18.1% |
| Admin fee / account holder | $52 | $11,736-99.6% | $8,927-99.4% | $11,246-99.5% |