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 | $207,367 | $157,256+31.9% | $141,162+46.9% | $152,861+35.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 21.32% | 64.32%-43.0pp | 71.39%-50.1pp | 345.32%-324.0pp |
| Employer contribution / active EE | $3,655 | $5,261-30.5% | $4,735-22.8% | $4,762-23.3% |
| Participant deferral / active EE | $8,863 | $7,109+24.7% | $6,709+32.1% | $5,850+51.5% |
| Admin fee / account holder | -$134 | $12,120-101.1% | $10,261-101.3% | $11,596-101.2% |