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 | $198,564 | $159,901+24.2% | $146,958+35.1% | $145,922+36.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.45% | 98.13%-86.7pp | 418.34%-406.9pp | 561.29%-549.8pp |
| Employer contribution / active EE | $6,240 | $5,286+18.0% | $4,933+26.5% | $4,660+33.9% |
| Participant deferral / active EE | $26,000 | $8,428+208.5% | $8,070+222.2% | $6,688+288.8% |
| Admin fee / account holder | $0 | $15,044-100.0% | $12,998-100.0% | $13,397-100.0% |