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 | $234,788 | $162,781+44.2% | $133,956+75.3% | $158,922+47.7% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 20.01% | 41.94%-21.9pp | 45.09%-25.1pp | 302.83%-282.8pp |
| Employer contribution / active EE | $2,093 | $4,975-57.9% | $3,919-46.6% | $4,761-56.0% |
| Participant deferral / active EE | $4,508 | $5,911-23.7% | $5,048-10.7% | $5,982-24.6% |
| Admin fee / account holder | $27 | $11,736-99.8% | $8,927-99.7% | $11,246-99.8% |