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 | $193,428 | $60,124+221.7% | $90,404+114.0% | $79,858+142.2% |
| Participation rate | 94.3% | 65.0%+29.3pp | 72.7%+21.6pp | 69.6%+24.7pp |
| Annual return | 17.07% | 71.94%-54.9pp | 1293.02%-1275.9pp | 31.71%-14.6pp |
| Employer contribution / active EE | $2,320 | $2,068+12.2% | $3,262-28.9% | $2,471-6.1% |
| Participant deferral / active EE | $6,679 | $2,938+127.3% | $3,963+68.5% | $3,740+78.6% |
| Admin fee / account holder | $4 | $3,976-99.9% | $5,611-99.9% | $5,306-99.9% |