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 | $201,884 | $109,327+84.7% | $89,391+125.8% | $158,922+27.0% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 8.03% | 345.68%-337.6pp | 245.62%-237.6pp | 302.83%-294.8pp |
| Employer contribution / active EE | $644 | $3,170-79.7% | $2,586-75.1% | $4,761-86.5% |
| Participant deferral / active EE | $13,047 | $4,598+183.7% | $3,890+235.4% | $5,982+118.1% |
| Admin fee / account holder | $20 | $6,153-99.7% | $4,881-99.6% | $11,246-99.8% |