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 | $222,469 | $111,754+99.1% | $103,333+115.3% | $145,922+52.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 13.11% | 24.77%-11.7pp | 24.88%-11.8pp | 561.29%-548.2pp |
| Employer contribution / active EE | $2,216 | $4,212-47.4% | $3,868-42.7% | $4,660-52.4% |
| Participant deferral / active EE | $4,834 | $5,619-14.0% | $5,057-4.4% | $6,688-27.7% |
| Admin fee / account holder | $21 | $9,750-99.8% | $8,355-99.7% | $13,397-99.8% |