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 | $162,292 | $117,983+37.6% | $101,794+59.4% | $142,382+14.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 14.02% | 36.92%-22.9pp | 30.53%-16.5pp | 217.08%-203.1pp |
| Employer contribution / active EE | $3,431 | $2,773+23.8% | $2,289+49.9% | $4,299-20.2% |
| Participant deferral / active EE | $3,264 | $4,714-30.8% | $4,084-20.1% | $6,507-49.8% |
| Admin fee / account holder | $22 | $10,433-99.8% | $8,777-99.7% | $12,624-99.8% |