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 | $236,621 | $165,984+42.6% | $164,813+43.6% | $145,922+62.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 19.61% | 100.03%-80.4pp | 69.93%-50.3pp | 561.29%-541.7pp |
| Employer contribution / active EE | $28,050 | $5,273+432.0% | $4,341+546.2% | $4,660+502.0% |
| Participant deferral / active EE | $15,000 | $6,959+115.5% | $6,031+148.7% | $6,688+124.3% |
| Admin fee / account holder | $0 | $16,648-100.0% | $12,690-100.0% | $13,397-100.0% |