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 | $243,863 | $104,251+133.9% | $91,001+168.0% | $147,584+65.2% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 19.28% | 27.06%-7.8pp | 4.60%+14.7pp | 578.55%-559.3pp |
| Employer contribution / active EE | $3,087 | $3,116-0.9% | $2,456+25.7% | $4,876-36.7% |
| Participant deferral / active EE | $7,552 | $4,195+80.0% | $3,547+112.9% | $5,439+38.9% |
| Admin fee / account holder | $34 | $8,948-99.6% | $5,417-99.4% | $10,885-99.7% |