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 | $248,753 | $165,984+49.9% | $164,813+50.9% | $145,922+70.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 21.96% | 100.03%-78.1pp | 69.93%-48.0pp | 561.29%-539.3pp |
| Employer contribution / active EE | $17,335 | $5,273+228.8% | $4,341+299.3% | $4,660+272.0% |
| Participant deferral / active EE | $10,118 | $6,959+45.4% | $6,031+67.7% | $6,688+51.3% |
| Admin fee / account holder | $97 | $16,648-99.4% | $12,690-99.2% | $13,397-99.3% |