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 | $181,385 | $107,452+68.8% | $91,541+98.1% | $142,382+27.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 13.79% | 22.06%-8.3pp | 20.50%-6.7pp | 217.08%-203.3pp |
| Employer contribution / active EE | $2,852 | $2,994-4.8% | $2,505+13.9% | $4,299-33.7% |
| Participant deferral / active EE | $3,519 | $4,754-26.0% | $4,008-12.2% | $6,507-45.9% |
| Admin fee / account holder | $172 | $8,834-98.1% | $6,956-97.5% | $12,624-98.6% |