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 | $149,316 | $114,381+30.5% | $107,525+38.9% | $142,382+4.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 15.22% | 242.71%-227.5pp | 181.32%-166.1pp | 217.08%-201.9pp |
| Employer contribution / active EE | $8,879 | $4,015+121.2% | $3,754+136.6% | $4,299+106.5% |
| Participant deferral / active EE | $6,186 | $5,564+11.2% | $5,116+20.9% | $6,507-4.9% |
| Admin fee / account holder | $231 | $9,860-97.7% | $8,919-97.4% | $12,624-98.2% |