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 | $158,533 | $92,222+71.9% | $76,768+106.5% | $135,375+17.1% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | 4.94% | 5.46%-0.5pp | 2.43%+2.5pp | 519.73%-514.8pp |
| Employer contribution / active EE | $4,771 | $3,216+48.4% | $2,485+92.0% | $4,779-0.2% |
| Participant deferral / active EE | $11,528 | $4,509+155.7% | $3,852+199.3% | $5,609+105.5% |
| Admin fee / account holder | $22 | $10,748-99.8% | $6,675-99.7% | $10,827-99.8% |