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 | $192,210 | $165,984+15.8% | $164,813+16.6% | $145,922+31.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 17.45% | 100.03%-82.6pp | 69.93%-52.5pp | 561.29%-543.8pp |
| Employer contribution / active EE | $25,743 | $5,273+388.2% | $4,341+493.0% | $4,660+452.5% |
| Participant deferral / active EE | $17,887 | $6,959+157.0% | $6,031+196.6% | $6,688+167.5% |
| Admin fee / account holder | $24 | $16,648-99.9% | $12,690-99.8% | $13,397-99.8% |