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 | $204,139 | $127,100+60.6% | $105,738+93.1% | $135,375+50.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 76.3%+23.7pp | 82.6%+17.4pp |
| Annual return | 1.66% | 4.49%-2.8pp | 6.27%-4.6pp | 519.73%-518.1pp |
| Employer contribution / active EE | $10,399 | $4,107+153.2% | $3,268+218.2% | $4,779+117.6% |
| Participant deferral / active EE | $9,325 | $5,064+84.1% | $4,080+128.6% | $5,609+66.3% |
| Admin fee / account holder | $115 | $9,087-98.7% | $6,913-98.3% | $10,827-98.9% |