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 | $245,101 | $214,378+14.3% | $200,582+22.2% | $142,382+72.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 19.68% | 46.41%-26.7pp | 42.33%-22.7pp | 217.08%-197.4pp |
| Employer contribution / active EE | $5,387 | $6,841-21.3% | $6,419-16.1% | $4,299+25.3% |
| Participant deferral / active EE | $15,656 | $9,865+58.7% | $9,331+67.8% | $6,507+140.6% |
| Admin fee / account holder | $258 | $17,692-98.5% | $16,305-98.4% | $12,624-98.0% |