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 | $229,294 | $148,534+54.4% | $135,903+68.7% | $139,434+64.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 19.44% | 79.19%-59.7pp | 68.23%-48.8pp | 372.94%-353.5pp |
| Employer contribution / active EE | $2,021 | $5,243-61.5% | $4,856-58.4% | $4,751-57.5% |
| Participant deferral / active EE | $17,139 | $8,100+111.6% | $7,758+120.9% | $6,710+155.4% |
| Admin fee / account holder | $24 | $12,400-99.8% | $10,762-99.8% | $11,403-99.8% |