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 | $192,116 | $228,332-15.9% | $185,823+3.4% | $158,922+20.9% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 25.42% | 40.80%-15.4pp | 35.95%-10.5pp | 302.83%-277.4pp |
| Employer contribution / active EE | $9,484 | $4,967+90.9% | $4,087+132.0% | $4,761+99.2% |
| Participant deferral / active EE | $11,438 | $6,415+78.3% | $5,632+103.1% | $5,982+91.2% |
| Admin fee / account holder | $20 | $11,864-99.8% | $9,500-99.8% | $11,246-99.8% |