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 | $225,817 | $149,734+50.8% | $118,925+89.9% | $158,922+42.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 11.79% | 19.95%-8.2pp | 35.88%-24.1pp | 302.83%-291.0pp |
| Employer contribution / active EE | $11,777 | $4,115+186.2% | $3,263+261.0% | $4,761+147.4% |
| Participant deferral / active EE | $8,997 | $5,223+72.3% | $4,265+111.0% | $5,982+50.4% |
| Admin fee / account holder | $0 | $8,603-100.0% | $6,581-100.0% | $11,246-100.0% |