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 | $223,016 | $127,065+75.5% | $113,168+97.1% | $142,382+56.6% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 18.00% | 24.03%-6.0pp | 24.27%-6.3pp | 217.08%-199.1pp |
| Employer contribution / active EE | $2,367 | $3,442-31.2% | $2,975-20.5% | $4,299-45.0% |
| Participant deferral / active EE | $17,045 | $5,716+198.2% | $5,107+233.8% | $6,507+161.9% |
| Admin fee / account holder | $5 | $15,736-100.0% | $12,068-100.0% | $12,624-100.0% |