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 | $245,410 | $127,264+92.8% | $109,895+123.3% | $167,490+46.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.2%+25.8pp | 82.1%+17.9pp |
| Annual return | 11.08% | 22.97%-11.9pp | 29.45%-18.4pp | 478.56%-467.5pp |
| Employer contribution / active EE | $5,593 | $3,322+68.3% | $2,842+96.8% | $4,837+15.6% |
| Participant deferral / active EE | $10,925 | $4,514+142.0% | $4,048+169.9% | $6,341+72.3% |
| Admin fee / account holder | $84 | $7,114-98.8% | $6,066-98.6% | $12,309-99.3% |