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 | $221,324 | $162,781+36.0% | $133,956+65.2% | $158,922+39.3% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 19.57% | 41.94%-22.4pp | 45.09%-25.5pp | 302.83%-283.3pp |
| Employer contribution / active EE | $15,205 | $4,975+205.6% | $3,919+288.0% | $4,761+219.4% |
| Participant deferral / active EE | $6,888 | $5,911+16.5% | $5,048+36.5% | $5,982+15.1% |
| Admin fee / account holder | $155 | $11,736-98.7% | $8,927-98.3% | $11,246-98.6% |