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 | $173,176 | $100,773+71.8% | $88,946+94.7% | $142,382+21.6% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 20.38% | 70.18%-49.8pp | 57.82%-37.4pp | 217.08%-196.7pp |
| Employer contribution / active EE | $5,038 | $2,918+72.7% | $2,555+97.2% | $4,299+17.2% |
| Participant deferral / active EE | $5,143 | $5,230-1.7% | $4,581+12.3% | $6,507-21.0% |
| Admin fee / account holder | $20 | $9,693-99.8% | $8,261-99.8% | $12,624-99.8% |