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 | $162,364 | $103,376+57.1% | $87,100+86.4% | $152,861+6.2% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 17.06% | 28.10%-11.0pp | 28.19%-11.1pp | 345.32%-328.3pp |
| Employer contribution / active EE | $1,265 | $3,220-60.7% | $2,521-49.8% | $4,762-73.4% |
| Participant deferral / active EE | $16,761 | $4,778+250.8% | $4,049+314.0% | $5,850+186.5% |
| Admin fee / account holder | $285 | $12,205-97.7% | $7,497-96.2% | $11,596-97.5% |