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 7-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 | $201,667 | $99,877+101.9% | $84,966+137.4% | $145,922+38.2% |
| Participation rate | 85.7% | 74.1%+11.6pp | 67.5%+18.2pp | 80.3%+5.4pp |
| Annual return | 19.93% | 83.76%-63.8pp | 66.38%-46.4pp | 561.29%-541.4pp |
| Employer contribution / active EE | $2,811 | $3,231-13.0% | $2,727+3.1% | $4,660-39.7% |
| Participant deferral / active EE | $19,866 | $5,291+275.5% | $4,519+339.6% | $6,688+197.0% |
| Admin fee / account holder | $143 | $7,248-98.0% | $6,149-97.7% | $13,397-98.9% |