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 | $245,444 | $214,378+14.5% | $200,582+22.4% | $142,382+72.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 17.92% | 46.41%-28.5pp | 42.33%-24.4pp | 217.08%-199.2pp |
| Employer contribution / active EE | $4,295 | $6,841-37.2% | $6,419-33.1% | $4,299-0.1% |
| Participant deferral / active EE | $12,580 | $9,865+27.5% | $9,331+34.8% | $6,507+93.3% |
| Admin fee / account holder | $88 | $17,692-99.5% | $16,305-99.5% | $12,624-99.3% |