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 | $165,977 | $118,680+39.9% | $98,907+67.8% | $158,922+4.4% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 14.82% | 372.35%-357.5pp | 196.43%-181.6pp | 302.83%-288.0pp |
| Employer contribution / active EE | $771 | $3,333-76.9% | $2,689-71.3% | $4,761-83.8% |
| Participant deferral / active EE | $2,074 | $5,088-59.2% | $4,244-51.1% | $5,982-65.3% |
| Admin fee / account holder | $247 | $10,131-97.6% | $6,642-96.3% | $11,246-97.8% |