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 | $244,196 | $127,386+91.7% | $115,037+112.3% | $125,391+94.7% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | 0.00% | 31.28%-31.3pp | 26.14%-26.1pp | 282.22%-282.2pp |
| Employer contribution / active EE | $21,736 | $5,166+320.7% | $4,608+371.7% | $4,866+346.7% |
| Participant deferral / active EE | $3,067 | $6,423-52.3% | $6,026-49.1% | $5,352-42.7% |
| Admin fee / account holder | $242 | $9,516-97.5% | $8,175-97.0% | $9,540-97.5% |