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 7-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 | $203,671 | $102,616+98.5% | $81,983+148.4% | $158,922+28.2% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.2%+30.8pp | 82.0%+18.0pp |
| Annual return | 20.71% | 61.04%-40.3pp | 41.31%-20.6pp | 302.83%-282.1pp |
| Employer contribution / active EE | $3,025 | $3,240-6.6% | $2,498+21.1% | $4,761-36.5% |
| Participant deferral / active EE | $10,948 | $4,648+135.5% | $3,722+194.1% | $5,982+83.0% |
| Admin fee / account holder | $110 | $8,235-98.7% | $5,664-98.1% | $11,246-99.0% |