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 | $204,883 | $98,750+107.5% | $149,696+36.9% | $79,858+156.6% |
| Participation rate | 80.8% | 75.8%+5.0pp | 82.5%-1.7pp | 69.6%+11.1pp |
| Annual return | 13.31% | 27.43%-14.1pp | 276.60%-263.3pp | 31.71%-18.4pp |
| Employer contribution / active EE | $2,190 | $3,216-31.9% | $4,644-52.8% | $2,471-11.4% |
| Participant deferral / active EE | $10,767 | $5,680+89.6% | $6,842+57.4% | $3,740+187.9% |
| Admin fee / account holder | $121 | $6,053-98.0% | $9,309-98.7% | $5,306-97.7% |