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 | $217,554 | $111,754+94.7% | $103,333+110.5% | $145,922+49.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 22.22% | 24.77%-2.6pp | 24.88%-2.7pp | 561.29%-539.1pp |
| Employer contribution / active EE | $9,725 | $4,212+130.9% | $3,868+151.4% | $4,660+108.7% |
| Participant deferral / active EE | $5,821 | $5,619+3.6% | $5,057+15.1% | $6,688-13.0% |
| Admin fee / account holder | $0 | $9,750-100.0% | $8,355-100.0% | $13,397-100.0% |