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 | $209,724 | $100,773+108.1% | $88,946+135.8% | $142,382+47.3% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 12.91% | 70.18%-57.3pp | 57.82%-44.9pp | 217.08%-204.2pp |
| Employer contribution / active EE | $11,154 | $2,918+282.3% | $2,555+336.6% | $4,299+159.5% |
| Participant deferral / active EE | $15,577 | $5,230+197.8% | $4,581+240.0% | $6,507+139.4% |
| Admin fee / account holder | $210 | $9,693-97.8% | $8,261-97.5% | $12,624-98.3% |