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 | $246,918 | $112,881+118.7% | $90,951+171.5% | $158,922+55.4% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 16.24% | 215.79%-199.6pp | 134.60%-118.4pp | 302.83%-286.6pp |
| Employer contribution / active EE | $1,094 | $2,893-62.2% | $2,122-48.5% | $4,761-77.0% |
| Participant deferral / active EE | $1,373 | $4,128-66.7% | $3,373-59.3% | $5,982-77.0% |
| Admin fee / account holder | $45 | $8,041-99.4% | $5,959-99.2% | $11,246-99.6% |