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 | $225,301 | $183,519+22.8% | $155,509+44.9% | $145,922+54.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 12.14% | 61.17%-49.0pp | 64.67%-52.5pp | 561.29%-549.1pp |
| Employer contribution / active EE | $14,674 | $5,313+176.2% | $4,672+214.1% | $4,660+214.9% |
| Participant deferral / active EE | $3,831 | $6,462-40.7% | $5,626-31.9% | $6,688-42.7% |
| Admin fee / account holder | $92 | $19,313-99.5% | $15,912-99.4% | $13,397-99.3% |