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 | $182,920 | $102,317+78.8% | $146,958+24.5% | $80,856+126.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 12.05% | 134.76%-122.7pp | 418.34%-406.3pp | 35.59%-23.5pp |
| Employer contribution / active EE | $4,015 | $3,713+8.1% | $4,933-18.6% | $2,755+45.7% |
| Participant deferral / active EE | $9,404 | $6,644+41.5% | $8,070+16.5% | $4,296+118.9% |
| Admin fee / account holder | $65 | $7,941-99.2% | $12,998-99.5% | $6,918-99.1% |