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 | $165,324 | $115,882+42.7% | $100,516+64.5% | $158,922+4.0% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 9.27% | 34.79%-25.5pp | 30.89%-21.6pp | 302.83%-293.6pp |
| Employer contribution / active EE | $4,644 | $4,103+13.2% | $3,418+35.9% | $4,761-2.5% |
| Participant deferral / active EE | $16,625 | $6,674+149.1% | $6,270+165.2% | $5,982+177.9% |
| Admin fee / account holder | $0 | $10,995-100.0% | $8,081-100.0% | $11,246-100.0% |