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 | $183,226 | $152,587+20.1% | $125,175+46.4% | $152,861+19.9% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 23.12% | 54.84%-31.7pp | 43.79%-20.7pp | 345.32%-322.2pp |
| Employer contribution / active EE | $21,832 | $4,946+341.4% | $3,865+464.8% | $4,762+358.4% |
| Participant deferral / active EE | $14,750 | $5,868+151.4% | $4,937+198.8% | $5,850+152.1% |
| Admin fee / account holder | $19 | $13,434-99.9% | $9,702-99.8% | $11,596-99.8% |