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 | $171,603 | $94,338+81.9% | $100,534+70.7% | $142,382+20.5% |
| Participation rate | 100.0% | 81.7%+18.3pp | 80.6%+19.4pp | 80.1%+19.9pp |
| Annual return | 20.19% | 29.20%-9.0pp | 32.66%-12.5pp | 217.08%-196.9pp |
| Employer contribution / active EE | $4,997 | $4,237+17.9% | $4,346+15.0% | $4,299+16.2% |
| Participant deferral / active EE | $11,360 | $5,934+91.4% | $6,144+84.9% | $6,507+74.6% |
| Admin fee / account holder | $222 | $8,421-97.4% | $7,654-97.1% | $12,624-98.2% |