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 | $191,497 | $154,365+24.1% | $130,231+47.0% | $139,434+37.3% |
| Participation rate | 100.0% | 79.9%+20.1pp | 76.3%+23.7pp | 80.3%+19.7pp |
| Annual return | 17.30% | 30.34%-13.0pp | 38.77%-21.5pp | 372.94%-355.6pp |
| Employer contribution / active EE | $13,200 | $5,170+155.3% | $4,126+219.9% | $4,751+177.8% |
| Participant deferral / active EE | $16,500 | $8,498+94.2% | $6,799+142.7% | $6,710+145.9% |
| Admin fee / account holder | $174 | $9,214-98.1% | $6,020-97.1% | $11,403-98.5% |