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 | $241,858 | $165,335+46.3% | $149,696+61.6% | $158,922+52.2% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 11.34% | 348.15%-336.8pp | 276.60%-265.3pp | 302.83%-291.5pp |
| Employer contribution / active EE | $4,380 | $5,103-14.2% | $4,644-5.7% | $4,761-8.0% |
| Participant deferral / active EE | $6,662 | $7,181-7.2% | $6,842-2.6% | $5,982+11.4% |
| Admin fee / account holder | $109 | $10,807-99.0% | $9,309-98.8% | $11,246-99.0% |