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 | $202,965 | $55,706+264.4% | $75,886+167.5% | $72,985+178.1% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.3%+30.7pp | 69.5%+30.5pp |
| Annual return | 20.98% | 27.59%-6.6pp | 30.76%-9.8pp | 81.00%-60.0pp |
| Employer contribution / active EE | $11,923 | $1,687+606.9% | $2,500+376.8% | $2,440+388.7% |
| Participant deferral / active EE | $5,170 | $2,634+96.3% | $3,603+43.5% | $3,607+43.3% |
| Admin fee / account holder | $257 | $3,978-93.5% | $5,418-95.3% | $5,124-95.0% |