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 | $185,409 | $117,381+58.0% | $99,443+86.4% | $152,861+21.3% |
| Participation rate | 100.0% | 77.5%+22.5pp | 73.8%+26.2pp | 82.4%+17.6pp |
| Annual return | 25.68% | 31.87%-6.2pp | 30.72%-5.0pp | 345.32%-319.6pp |
| Employer contribution / active EE | $1,922 | $3,013-36.2% | $2,540-24.3% | $4,762-59.6% |
| Participant deferral / active EE | $4,752 | $4,086+16.3% | $3,619+31.3% | $5,850-18.8% |
| Admin fee / account holder | $292 | $7,631-96.2% | $6,250-95.3% | $11,596-97.5% |