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 | $246,960 | $162,781+51.7% | $133,956+84.4% | $158,922+55.4% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 18.72% | 41.94%-23.2pp | 45.09%-26.4pp | 302.83%-284.1pp |
| Employer contribution / active EE | $4,670 | $4,975-6.1% | $3,919+19.2% | $4,761-1.9% |
| Participant deferral / active EE | $16,007 | $5,911+170.8% | $5,048+217.1% | $5,982+167.6% |
| Admin fee / account holder | $0 | $11,736-100.0% | $8,927-100.0% | $11,246-100.0% |