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 6-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 | $218,540 | $179,726+21.6% | $156,263+39.9% | $142,382+53.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 19.54% | 77.86%-58.3pp | 59.47%-39.9pp | 217.08%-197.5pp |
| Employer contribution / active EE | $2,236 | $5,069-55.9% | $4,333-48.4% | $4,299-48.0% |
| Participant deferral / active EE | $23,500 | $6,956+237.8% | $6,158+281.6% | $6,507+261.1% |
| Admin fee / account holder | $60 | $17,272-99.7% | $14,255-99.6% | $12,624-99.5% |