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 | $193,106 | $106,515+81.3% | $96,683+99.7% | $139,434+38.5% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 14.47% | 38.43%-24.0pp | 35.69%-21.2pp | 372.94%-358.5pp |
| Employer contribution / active EE | $5,408 | $4,103+31.8% | $3,737+44.7% | $4,751+13.8% |
| Participant deferral / active EE | $13,510 | $5,454+147.7% | $4,878+176.9% | $6,710+101.3% |
| Admin fee / account holder | $31 | $7,877-99.6% | $6,730-99.5% | $11,403-99.7% |