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 | $152,976 | $118,450+29.1% | $98,439+55.4% | $139,434+9.7% |
| Participation rate | 100.0% | 77.4%+22.6pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 21.58% | 18.94%+2.6pp | 21.16%+0.4pp | 372.94%-351.4pp |
| Employer contribution / active EE | $5,164 | $3,609+43.1% | $3,048+69.4% | $4,751+8.7% |
| Participant deferral / active EE | $11,410 | $5,392+111.6% | $4,738+140.8% | $6,710+70.0% |
| Admin fee / account holder | $7 | $14,026-100.0% | $8,948-99.9% | $11,403-99.9% |