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 | $224,705 | $84,233+166.8% | $170,442+31.8% | $70,131+220.4% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 17.57% | 23.06%-5.5pp | 205.93%-188.4pp | 73.14%-55.6pp |
| Employer contribution / active EE | $3,460 | $3,387+2.2% | $5,433-36.3% | $2,342+47.7% |
| Participant deferral / active EE | $5,985 | $3,086+93.9% | $4,939+21.2% | $3,332+79.6% |
| Admin fee / account holder | $284 | $5,698-95.0% | $13,880-98.0% | $4,645-93.9% |