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 | $202,401 | $157,256+28.7% | $141,162+43.4% | $152,861+32.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 21.53% | 64.32%-42.8pp | 71.39%-49.9pp | 345.32%-323.8pp |
| Employer contribution / active EE | $3,428 | $5,261-34.8% | $4,735-27.6% | $4,762-28.0% |
| Participant deferral / active EE | $10,165 | $7,109+43.0% | $6,709+51.5% | $5,850+73.7% |
| Admin fee / account holder | $92 | $12,120-99.2% | $10,261-99.1% | $11,596-99.2% |