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 | $178,122 | $114,381+55.7% | $107,525+65.7% | $142,382+25.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 12.26% | 242.71%-230.5pp | 181.32%-169.1pp | 217.08%-204.8pp |
| Employer contribution / active EE | $2,590 | $4,015-35.5% | $3,754-31.0% | $4,299-39.8% |
| Participant deferral / active EE | $14,075 | $5,564+153.0% | $5,116+175.1% | $6,507+116.3% |
| Admin fee / account holder | $133 | $9,860-98.6% | $8,919-98.5% | $12,624-98.9% |