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 | $180,429 | $144,119+25.2% | $117,854+53.1% | $147,584+22.3% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 9.76% | 531.15%-521.4pp | 335.08%-325.3pp | 578.55%-568.8pp |
| Employer contribution / active EE | $1,963 | $4,896-59.9% | $3,786-48.2% | $4,876-59.7% |
| Participant deferral / active EE | $9,554 | $5,316+79.7% | $4,482+113.2% | $5,439+75.7% |
| Admin fee / account holder | -$296 | $10,886-102.7% | $8,020-103.7% | $10,885-102.7% |