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 | $188,679 | $111,754+68.8% | $103,333+82.6% | $145,922+29.3% |
| Participation rate | 91.7% | 77.9%+13.7pp | 74.5%+17.2pp | 80.3%+11.4pp |
| Annual return | 11.93% | 24.77%-12.8pp | 24.88%-12.9pp | 561.29%-549.4pp |
| Employer contribution / active EE | $5,578 | $4,212+32.4% | $3,868+44.2% | $4,660+19.7% |
| Participant deferral / active EE | $9,423 | $5,619+67.7% | $5,057+86.3% | $6,688+40.9% |
| Admin fee / account holder | $0 | $9,750-100.0% | $8,355-100.0% | $13,397-100.0% |