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 | $243,323 | $176,056+38.2% | $159,436+52.6% | $167,490+45.3% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 11.35% | 331.75%-320.4pp | 263.57%-252.2pp | 478.56%-467.2pp |
| Employer contribution / active EE | $2,871 | $5,297-45.8% | $4,829-40.5% | $4,837-40.6% |
| Participant deferral / active EE | $5,906 | $7,750-23.8% | $7,352-19.7% | $6,341-6.9% |
| Admin fee / account holder | $150 | $12,554-98.8% | $10,799-98.6% | $12,309-98.8% |