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 | $159,127 | $107,334+48.3% | $92,893+71.3% | $152,861+4.1% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 21.88% | 145.58%-123.7pp | 109.41%-87.5pp | 345.32%-323.4pp |
| Employer contribution / active EE | $2,297 | $4,221-45.6% | $3,653-37.1% | $4,762-51.8% |
| Participant deferral / active EE | $7,220 | $4,845+49.0% | $4,236+70.4% | $5,850+23.4% |
| Admin fee / account holder | $6 | $7,079-99.9% | $5,794-99.9% | $11,596-99.9% |