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 | $167,193 | $99,020+68.8% | $86,590+93.1% | $147,584+13.3% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 18.40% | 1312.34%-1293.9pp | 964.84%-946.4pp | 578.55%-560.1pp |
| Employer contribution / active EE | $2,932 | $3,132-6.4% | $2,839+3.3% | $4,876-39.9% |
| Participant deferral / active EE | $5,657 | $3,972+42.4% | $3,609+56.8% | $5,439+4.0% |
| Admin fee / account holder | $253 | $5,710-95.6% | $4,906-94.8% | $10,885-97.7% |