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 | $242,981 | $99,020+145.4% | $86,590+180.6% | $147,584+64.6% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 18.77% | 1312.34%-1293.6pp | 964.84%-946.1pp | 578.55%-559.8pp |
| Employer contribution / active EE | $8,117 | $3,132+159.2% | $2,839+185.9% | $4,876+66.5% |
| Participant deferral / active EE | $9,694 | $3,972+144.1% | $3,609+168.6% | $5,439+78.2% |
| Admin fee / account holder | $98 | $5,710-98.3% | $4,906-98.0% | $10,885-99.1% |