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 | $177,439 | $238,490-25.6% | $180,183-1.5% | $142,382+24.6% |
| Participation rate | 100.0% | 82.3%+17.7pp | 77.4%+22.6pp | 80.1%+19.9pp |
| Annual return | 23.08% | 33.56%-10.5pp | 27.86%-4.8pp | 217.08%-194.0pp |
| Employer contribution / active EE | $22,573 | $6,143+267.5% | $5,039+348.0% | $4,299+425.1% |
| Participant deferral / active EE | $15,490 | $7,996+93.7% | $6,822+127.0% | $6,507+138.0% |
| Admin fee / account holder | $20 | $28,866-99.9% | $19,975-99.9% | $12,624-99.8% |