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 | $210,573 | $117,983+78.5% | $101,794+106.9% | $142,382+47.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 18.92% | 36.92%-18.0pp | 30.53%-11.6pp | 217.08%-198.2pp |
| Employer contribution / active EE | $10,024 | $2,773+261.5% | $2,289+338.0% | $4,299+133.2% |
| Participant deferral / active EE | $5,107 | $4,714+8.3% | $4,084+25.0% | $6,507-21.5% |
| Admin fee / account holder | -$3 | $10,433-100.0% | $8,777-100.0% | $12,624-100.0% |