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 | $240,900 | $133,922+79.9% | $116,228+107.3% | $142,382+69.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 24.72% | 147.76%-123.0pp | 90.06%-65.3pp | 217.08%-192.4pp |
| Employer contribution / active EE | $1,980 | $3,446-42.5% | $2,994-33.9% | $4,299-53.9% |
| Participant deferral / active EE | $12,000 | $5,672+111.6% | $4,953+142.3% | $6,507+84.4% |
| Admin fee / account holder | $40 | $14,945-99.7% | $11,989-99.7% | $12,624-99.7% |