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 | $237,815 | $65,375+263.8% | - | $152,861+55.6% |
| Participation rate | 100.0% | 72.6%+27.4pp | - | 82.4%+17.6pp |
| Annual return | 15.77% | 27.96%-12.2pp | - | 345.32%-329.6pp |
| Employer contribution / active EE | $2,212 | $2,747-19.5% | - | $4,762-53.6% |
| Participant deferral / active EE | $10,406 | $4,110+153.2% | - | $5,850+77.9% |
| Admin fee / account holder | $0 | $4,607-100.0% | - | $11,596-100.0% |