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 | $144,878 | $91,762+57.9% | $67,502+114.6% | $77,643+86.6% |
| Participation rate | 99.3% | 75.9%+23.4pp | 72.9%+26.4pp | 70.6%+28.7pp |
| Annual return | 13.72% | 14.87%-1.1pp | 3512.12%-3498.4pp | 31.24%-17.5pp |
| Employer contribution / active EE | $6,237 | $3,181+96.1% | $2,731+128.4% | $2,726+128.8% |
| Participant deferral / active EE | $4,183 | $3,903+7.2% | $4,000+4.6% | $4,647-10.0% |
| Admin fee / account holder | $48 | $176-72.7% | $3,998-98.8% | $430-88.8% |