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 | $201,531 | $69,207+191.2% | $64,056+214.6% | $139,434+44.5% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 16.41% | 45.88%-29.5pp | 33.69%-17.3pp | 372.94%-356.5pp |
| Employer contribution / active EE | $2,765 | $3,182-13.1% | $2,747+0.7% | $4,751-41.8% |
| Participant deferral / active EE | $6,520 | $4,682+39.3% | $3,880+68.0% | $6,710-2.8% |
| Admin fee / account holder | $201 | $4,244-95.3% | $3,068-93.5% | $11,403-98.2% |