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 | $204,694 | $77,899+162.8% | $149,673+36.8% | $75,163+172.3% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 17.88% | 31.72%-13.8pp | 134.42%-116.5pp | 160.62%-142.7pp |
| Employer contribution / active EE | $4,432 | $3,137+41.3% | $4,818-8.0% | $2,670+66.0% |
| Participant deferral / active EE | $5,184 | $3,411+52.0% | $5,680-8.7% | $4,125+25.7% |
| Admin fee / account holder | $67 | $5,956-98.9% | $13,210-99.5% | $5,651-98.8% |