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 | $239,404 | $176,812+35.4% | $146,665+63.2% | $167,490+42.9% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 13.10% | 24.03%-10.9pp | 22.74%-9.6pp | 478.56%-465.5pp |
| Employer contribution / active EE | $12,367 | $5,160+139.7% | $4,136+199.0% | $4,837+155.7% |
| Participant deferral / active EE | $9,446 | $6,440+46.7% | $5,506+71.6% | $6,341+49.0% |
| Admin fee / account holder | $253 | $13,259-98.1% | $10,280-97.5% | $12,309-97.9% |