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 | $247,494 | $148,534+66.6% | $135,903+82.1% | $139,434+77.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 21.70% | 79.19%-57.5pp | 68.23%-46.5pp | 372.94%-351.2pp |
| Employer contribution / active EE | $5,432 | $5,243+3.6% | $4,856+11.9% | $4,751+14.3% |
| Participant deferral / active EE | $10,415 | $8,100+28.6% | $7,758+34.3% | $6,710+55.2% |
| Admin fee / account holder | $180 | $12,400-98.5% | $10,762-98.3% | $11,403-98.4% |