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 | $231,330 | $157,256+47.1% | $141,162+63.9% | $152,861+51.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 21.57% | 64.32%-42.7pp | 71.39%-49.8pp | 345.32%-323.7pp |
| Employer contribution / active EE | $8,493 | $5,261+61.4% | $4,735+79.4% | $4,762+78.3% |
| Participant deferral / active EE | $6,196 | $7,109-12.9% | $6,709-7.7% | $5,850+5.9% |
| Admin fee / account holder | $55 | $12,120-99.5% | $10,261-99.5% | $11,596-99.5% |