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 | $235,402 | $114,381+105.8% | $107,525+118.9% | $142,382+65.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 17.13% | 242.71%-225.6pp | 181.32%-164.2pp | 217.08%-199.9pp |
| Employer contribution / active EE | $10,160 | $4,015+153.1% | $3,754+170.7% | $4,299+136.3% |
| Participant deferral / active EE | $14,352 | $5,564+157.9% | $5,116+180.5% | $6,507+120.5% |
| Admin fee / account holder | $165 | $9,860-98.3% | $8,919-98.2% | $12,624-98.7% |