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 | $147,641 | $112,096+31.7% | $95,952+53.9% | $158,922-7.1% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 28.93% | 171.09%-142.2pp | 91.61%-62.7pp | 302.83%-273.9pp |
| Employer contribution / active EE | $2,017 | $3,198-36.9% | $2,541-20.6% | $4,761-57.6% |
| Participant deferral / active EE | $3,824 | $4,784-20.1% | $4,167-8.2% | $5,982-36.1% |
| Admin fee / account holder | $10 | $10,130-99.9% | $6,795-99.9% | $11,246-99.9% |