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 | $173,318 | $117,841+47.1% | $102,423+69.2% | $145,922+18.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 9.26% | 31.65%-22.4pp | 29.32%-20.1pp | 561.29%-552.0pp |
| Employer contribution / active EE | $3,390 | $3,615-6.2% | $3,023+12.1% | $4,660-27.3% |
| Participant deferral / active EE | $6,866 | $5,731+19.8% | $5,053+35.9% | $6,688+2.7% |
| Admin fee / account holder | $21 | $13,326-99.8% | $9,451-99.8% | $13,397-99.8% |