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 | $239,728 | $133,922+79.0% | $116,228+106.3% | $142,382+68.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 19.95% | 147.76%-127.8pp | 90.06%-70.1pp | 217.08%-197.1pp |
| Employer contribution / active EE | $5,837 | $3,446+69.4% | $2,994+94.9% | $4,299+35.8% |
| Participant deferral / active EE | $12,113 | $5,672+113.6% | $4,953+144.6% | $6,507+86.1% |
| Admin fee / account holder | $126 | $14,945-99.2% | $11,989-98.9% | $12,624-99.0% |