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 | $233,749 | $80,717+189.6% | $154,803+51.0% | $84,808+175.6% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 14.71% | 37.96%-23.2pp | 58.88%-44.2pp | 40.90%-26.2pp |
| Employer contribution / active EE | $2,885 | $2,761+4.5% | $4,305-33.0% | $2,631+9.6% |
| Participant deferral / active EE | $7,935 | $3,303+140.2% | $5,540+43.2% | $4,212+88.4% |
| Admin fee / account holder | $31 | $6,746-99.5% | $14,329-99.8% | $7,344-99.6% |