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 | $174,410 | $157,256+10.9% | $141,162+23.6% | $152,861+14.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 16.77% | 64.32%-47.6pp | 71.39%-54.6pp | 345.32%-328.6pp |
| Employer contribution / active EE | $12,093 | $5,261+129.9% | $4,735+155.4% | $4,762+153.9% |
| Participant deferral / active EE | $12,156 | $7,109+71.0% | $6,709+81.2% | $5,850+107.8% |
| Admin fee / account holder | $51 | $12,120-99.6% | $10,261-99.5% | $11,596-99.6% |