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 | $148,822 | $115,882+28.4% | $100,516+48.1% | $158,922-6.4% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 18.98% | 34.79%-15.8pp | 30.89%-11.9pp | 302.83%-283.8pp |
| Employer contribution / active EE | $6,059 | $4,103+47.7% | $3,418+77.3% | $4,761+27.3% |
| Participant deferral / active EE | $14,722 | $6,674+120.6% | $6,270+134.8% | $5,982+146.1% |
| Admin fee / account holder | $2 | $10,995-100.0% | $8,081-100.0% | $11,246-100.0% |