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 | $198,008 | $77,634+155.1% | $156,549+26.5% | $62,891+214.8% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 7.99% | 50.32%-42.3pp | 32.23%-24.2pp | 20.14%-12.2pp |
| Employer contribution / active EE | $8,628 | $3,444+150.5% | $5,501+56.8% | $2,281+278.3% |
| Participant deferral / active EE | $6,314 | $3,045+107.3% | $4,871+29.6% | $3,203+97.1% |
| Admin fee / account holder | $0 | $5,561-100.0% | $13,027-100.0% | $4,296-100.0% |