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 | $187,437 | $157,256+19.2% | $141,162+32.8% | $152,861+22.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 21.56% | 64.32%-42.8pp | 71.39%-49.8pp | 345.32%-323.8pp |
| Employer contribution / active EE | $17,858 | $5,261+239.4% | $4,735+277.1% | $4,762+275.0% |
| Participant deferral / active EE | $13,822 | $7,109+94.4% | $6,709+106.0% | $5,850+136.3% |
| Admin fee / account holder | -$146 | $12,120-101.2% | $10,261-101.4% | $11,596-101.3% |