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 | $150,271 | $76,738+95.8% | $56,411+166.4% | $145,922+3.0% |
| Participation rate | 92.9% | 63.2%+29.6pp | 52.5%+40.4pp | 80.3%+12.6pp |
| Annual return | 10.62% | 2994.23%-2983.6pp | 1701.33%-1690.7pp | 561.29%-550.7pp |
| Employer contribution / active EE | $2,459 | $1,380+78.2% | $1,039+136.8% | $4,660-47.2% |
| Participant deferral / active EE | $8,831 | $2,623+236.7% | $1,952+352.4% | $6,688+32.0% |
| Admin fee / account holder | $33 | $3,334-99.0% | $2,829-98.8% | $13,397-99.8% |