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 | $248,788 | $159,602+55.9% | $150,045+65.8% | $142,382+74.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 23.87% | 70.24%-46.4pp | 62.55%-38.7pp | 217.08%-193.2pp |
| Employer contribution / active EE | $2,626 | $4,961-47.1% | $4,693-44.0% | $4,299-38.9% |
| Participant deferral / active EE | $23,602 | $8,310+184.0% | $7,997+195.1% | $6,507+262.7% |
| Admin fee / account holder | $258 | $14,846-98.3% | $13,435-98.1% | $12,624-98.0% |