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 | $246,546 | $177,572+38.8% | $154,803+59.3% | $142,382+73.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 16.65% | 65.07%-48.4pp | 58.88%-42.2pp | 217.08%-200.4pp |
| Employer contribution / active EE | $11,845 | $4,810+146.2% | $4,305+175.1% | $4,299+175.5% |
| Participant deferral / active EE | $6,739 | $6,272+7.5% | $5,540+21.6% | $6,507+3.6% |
| Admin fee / account holder | $145 | $16,786-99.1% | $14,329-99.0% | $12,624-98.8% |