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 | $237,376 | $124,281+91.0% | $109,143+117.5% | $167,490+41.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 15.62% | 26.04%-10.4pp | 25.75%-10.1pp | 478.56%-462.9pp |
| Employer contribution / active EE | $4,760 | $4,207+13.1% | $3,722+27.9% | $4,837-1.6% |
| Participant deferral / active EE | $3,918 | $5,255-25.4% | $4,653-15.8% | $6,341-38.2% |
| Admin fee / account holder | $0 | $7,970-100.0% | $6,752-100.0% | $12,309-100.0% |