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 | $192,343 | $152,587+26.1% | $125,175+53.7% | $152,861+25.8% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 22.70% | 54.84%-32.1pp | 43.79%-21.1pp | 345.32%-322.6pp |
| Employer contribution / active EE | $2,208 | $4,946-55.4% | $3,865-42.9% | $4,762-53.6% |
| Participant deferral / active EE | $5,258 | $5,868-10.4% | $4,937+6.5% | $5,850-10.1% |
| Admin fee / account holder | $10 | $13,434-99.9% | $9,702-99.9% | $11,596-99.9% |