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 | $239,688 | $104,974+128.3% | $95,585+150.8% | $142,382+68.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 17.20% | 210.33%-193.1pp | 38.56%-21.4pp | 217.08%-199.9pp |
| Employer contribution / active EE | $7,417 | $2,779+166.9% | $2,527+193.6% | $4,299+72.5% |
| Participant deferral / active EE | $16,082 | $4,352+269.5% | $4,023+299.8% | $6,507+147.1% |
| Admin fee / account holder | $81 | $6,386-98.7% | $6,127-98.7% | $12,624-99.4% |