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 | $220,056 | $214,378+2.6% | $200,582+9.7% | $142,382+54.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 20.57% | 46.41%-25.8pp | 42.33%-21.8pp | 217.08%-196.5pp |
| Employer contribution / active EE | $13,090 | $6,841+91.3% | $6,419+103.9% | $4,299+204.5% |
| Participant deferral / active EE | $23,522 | $9,865+138.4% | $9,331+152.1% | $6,507+261.5% |
| Admin fee / account holder | $216 | $17,692-98.8% | $16,305-98.7% | $12,624-98.3% |