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 | $242,529 | $165,335+46.7% | $149,696+62.0% | $158,922+52.6% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 15.75% | 348.15%-332.4pp | 276.60%-260.8pp | 302.83%-287.1pp |
| Employer contribution / active EE | $10,522 | $5,103+106.2% | $4,644+126.6% | $4,761+121.0% |
| Participant deferral / active EE | $4,802 | $7,181-33.1% | $6,842-29.8% | $5,982-19.7% |
| Admin fee / account holder | $44 | $10,807-99.6% | $9,309-99.5% | $11,246-99.6% |