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 | $210,841 | $103,949+102.8% | $69,182+204.8% | $273,961-23.0% |
| Participation rate | 100.0% | 67.4%+32.6pp | 55.1%+44.9pp | 83.0%+17.0pp |
| Annual return | 3.81% | 35.28%-31.5pp | -21.93%+25.7pp | 41.45%-37.6pp |
| Employer contribution / active EE | $7,521 | $1,783+321.8% | $1,206+523.5% | $4,869+54.5% |
| Participant deferral / active EE | $23,898 | $2,716+779.8% | $1,897+1159.8% | $5,287+352.0% |
| Admin fee / account holder | $228 | $3,671-93.8% | $2,697-91.6% | $10,132-97.8% |