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 9-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 | $247,557 | $214,378+15.5% | $200,582+23.4% | $142,382+73.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 26.77% | 46.41%-19.6pp | 42.33%-15.6pp | 217.08%-190.3pp |
| Employer contribution / active EE | $4,948 | $6,841-27.7% | $6,419-22.9% | $4,299+15.1% |
| Participant deferral / active EE | $15,985 | $9,865+62.0% | $9,331+71.3% | $6,507+145.7% |
| Admin fee / account holder | $297 | $17,692-98.3% | $16,305-98.2% | $12,624-97.6% |