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 | $214,191 | $106,515+101.1% | $96,683+121.5% | $139,434+53.6% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 12.79% | 38.43%-25.6pp | 35.69%-22.9pp | 372.94%-360.2pp |
| Employer contribution / active EE | $18,154 | $4,103+342.5% | $3,737+385.8% | $4,751+282.1% |
| Participant deferral / active EE | $9,511 | $5,454+74.4% | $4,878+95.0% | $6,710+41.7% |
| Admin fee / account holder | $40 | $7,877-99.5% | $6,730-99.4% | $11,403-99.6% |