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 | $240,676 | $159,602+50.8% | $150,045+60.4% | $142,382+69.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 19.49% | 70.24%-50.7pp | 62.55%-43.1pp | 217.08%-197.6pp |
| Employer contribution / active EE | $2,023 | $4,961-59.2% | $4,693-56.9% | $4,299-52.9% |
| Participant deferral / active EE | $11,967 | $8,310+44.0% | $7,997+49.6% | $6,507+83.9% |
| Admin fee / account holder | $80 | $14,846-99.5% | $13,435-99.4% | $12,624-99.4% |