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 | $151,047 | $99,079+52.5% | $77,999+93.7% | $273,961-44.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.5%+24.5pp | 83.0%+17.0pp |
| Annual return | 8.17% | 217.93%-209.8pp | 425.96%-417.8pp | 41.45%-33.3pp |
| Employer contribution / active EE | $4,054 | $3,308+22.6% | $2,470+64.1% | $4,869-16.7% |
| Participant deferral / active EE | $9,481 | $4,306+120.2% | $3,497+171.1% | $5,287+79.3% |
| Admin fee / account holder | $19 | $8,954-99.8% | $5,480-99.7% | $10,132-99.8% |