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 8-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 | $170,073 | $162,781+4.5% | $133,956+27.0% | $158,922+7.0% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 26.21% | 41.94%-15.7pp | 45.09%-18.9pp | 302.83%-276.6pp |
| Employer contribution / active EE | $15,750 | $4,975+216.6% | $3,919+301.9% | $4,761+230.8% |
| Participant deferral / active EE | $15,000 | $5,911+153.8% | $5,048+197.2% | $5,982+150.7% |
| Admin fee / account holder | $0 | $11,736-100.0% | $8,927-100.0% | $11,246-100.0% |