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 | $184,071 | $107,452+71.3% | $91,541+101.1% | $142,382+29.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 12.48% | 22.06%-9.6pp | 20.50%-8.0pp | 217.08%-204.6pp |
| Employer contribution / active EE | $2,673 | $2,994-10.7% | $2,505+6.7% | $4,299-37.8% |
| Participant deferral / active EE | $4,826 | $4,754+1.5% | $4,008+20.4% | $6,507-25.8% |
| Admin fee / account holder | $0 | $8,834-100.0% | $6,956-100.0% | $12,624-100.0% |