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 | $206,931 | $157,256+31.6% | $141,162+46.6% | $152,861+35.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 29.26% | 64.32%-35.1pp | 71.39%-42.1pp | 345.32%-316.1pp |
| Employer contribution / active EE | $2,249 | $5,261-57.3% | $4,735-52.5% | $4,762-52.8% |
| Participant deferral / active EE | $13,592 | $7,109+91.2% | $6,709+102.6% | $5,850+132.3% |
| Admin fee / account holder | $7 | $12,120-99.9% | $10,261-99.9% | $11,596-99.9% |