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 | $204,207 | $110,257+85.2% | $96,544+111.5% | $139,434+46.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 16.55% | 26.32%-9.8pp | 25.84%-9.3pp | 372.94%-356.4pp |
| Employer contribution / active EE | $2,649 | $3,620-26.8% | $2,965-10.6% | $4,751-44.2% |
| Participant deferral / active EE | $19,023 | $5,548+242.9% | $4,851+292.2% | $6,710+183.5% |
| Admin fee / account holder | $0 | $11,591-100.0% | $8,252-100.0% | $11,403-100.0% |