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 | $197,465 | $133,922+47.4% | $116,228+69.9% | $142,382+38.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 14.17% | 147.76%-133.6pp | 90.06%-75.9pp | 217.08%-202.9pp |
| Employer contribution / active EE | $3,947 | $3,446+14.6% | $2,994+31.8% | $4,299-8.2% |
| Participant deferral / active EE | $13,806 | $5,672+143.4% | $4,953+178.7% | $6,507+112.2% |
| Admin fee / account holder | $6 | $14,945-100.0% | $11,989-99.9% | $12,624-100.0% |