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 | $198,206 | $114,381+73.3% | $107,525+84.3% | $142,382+39.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 11.72% | 242.71%-231.0pp | 181.32%-169.6pp | 217.08%-205.4pp |
| Employer contribution / active EE | $5,916 | $4,015+47.4% | $3,754+57.6% | $4,299+37.6% |
| Participant deferral / active EE | $14,013 | $5,564+151.8% | $5,116+173.9% | $6,507+115.3% |
| Admin fee / account holder | $94 | $9,860-99.0% | $8,919-98.9% | $12,624-99.3% |