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 | $227,819 | $49,280+362.3% | $67,313+238.4% | $64,186+254.9% |
| Participation rate | 88.5% | 60.8%+27.7pp | 69.1%+19.4pp | 69.6%+18.9pp |
| Annual return | 202.27% | -1.39%+203.7pp | -4.08%+206.3pp | 7.63%+194.6pp |
| Employer contribution / active EE | $1,924 | $1,668+15.3% | $2,566-25.0% | $2,381-19.2% |
| Participant deferral / active EE | $2,222 | $2,484-10.6% | $3,568-37.7% | $3,470-36.0% |
| Admin fee / account holder | $153 | $3,863-96.0% | $4,507-96.6% | $4,888-96.9% |