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 | $206,484 | $102,616+101.2% | $81,983+151.9% | $158,922+29.9% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.2%+30.8pp | 82.0%+18.0pp |
| Annual return | 12.25% | 61.04%-48.8pp | 41.31%-29.1pp | 302.83%-290.6pp |
| Employer contribution / active EE | $3,324 | $3,240+2.6% | $2,498+33.1% | $4,761-30.2% |
| Participant deferral / active EE | $7,573 | $4,648+62.9% | $3,722+103.5% | $5,982+26.6% |
| Admin fee / account holder | $0 | $8,235-100.0% | $5,664-100.0% | $11,246-100.0% |