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 | $199,351 | $86,929+129.3% | $102,423+94.6% | $80,856+146.5% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.6%+32.4pp |
| Annual return | 11.55% | 18.88%-7.3pp | 29.32%-17.8pp | 35.59%-24.0pp |
| Employer contribution / active EE | $9,899 | $2,369+317.8% | $3,023+227.4% | $2,755+259.3% |
| Participant deferral / active EE | $4,932 | $4,118+19.8% | $5,053-2.4% | $4,296+14.8% |
| Admin fee / account holder | $287 | $8,049-96.4% | $9,451-97.0% | $6,918-95.8% |