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 | $231,775 | $81,248+185.3% | $155,509+49.0% | $80,856+186.6% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 22.48% | 33.31%-10.8pp | 64.67%-42.2pp | 35.59%-13.1pp |
| Employer contribution / active EE | $21,594 | $3,100+596.5% | $4,672+362.2% | $2,755+683.9% |
| Participant deferral / active EE | $8,034 | $3,452+132.8% | $5,626+42.8% | $4,296+87.0% |
| Admin fee / account holder | $247 | $7,997-96.9% | $15,912-98.4% | $6,918-96.4% |