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 | $172,305 | $114,381+50.6% | $107,525+60.2% | $142,382+21.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 15.17% | 242.71%-227.5pp | 181.32%-166.2pp | 217.08%-201.9pp |
| Employer contribution / active EE | $2,617 | $4,015-34.8% | $3,754-30.3% | $4,299-39.1% |
| Participant deferral / active EE | $12,607 | $5,564+126.6% | $5,116+146.4% | $6,507+93.7% |
| Admin fee / account holder | $0 | $9,860-100.0% | $8,919-100.0% | $12,624-100.0% |