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 | $218,352 | $95,266+129.2% | $82,389+165.0% | $142,382+53.4% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 16.86% | 25.74%-8.9pp | 28.67%-11.8pp | 217.08%-200.2pp |
| Employer contribution / active EE | $15,400 | $2,991+414.8% | $2,517+511.8% | $4,299+258.2% |
| Participant deferral / active EE | $3,387 | $4,809-29.6% | $4,155-18.5% | $6,507-47.9% |
| Admin fee / account holder | $182 | $8,563-97.9% | $7,231-97.5% | $12,624-98.6% |