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 | $213,675 | $154,117+38.6% | $129,995+64.4% | $139,434+53.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 25.21% | 32.48%-7.3pp | -137.18%+162.4pp | 372.94%-347.7pp |
| Employer contribution / active EE | $2,727 | $5,289-48.4% | $4,320-36.9% | $4,751-42.6% |
| Participant deferral / active EE | $6,934 | $6,710+3.3% | $5,820+19.1% | $6,710+3.3% |
| Admin fee / account holder | $139 | $14,007-99.0% | $10,614-98.7% | $11,403-98.8% |