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 | $164,694 | $105,126+56.7% | $94,646+74.0% | $139,434+18.1% |
| Participation rate | 87.5% | 82.4%+5.1pp | 80.8%+6.7pp | 80.3%+7.2pp |
| Annual return | 26.48% | 38.03%-11.5pp | 156.71%-130.2pp | 372.94%-346.5pp |
| Employer contribution / active EE | $2,401 | $4,106-41.5% | $3,672-34.6% | $4,751-49.5% |
| Participant deferral / active EE | $5,935 | $7,599-21.9% | $7,418-20.0% | $6,710-11.6% |
| Admin fee / account holder | $247 | $8,984-97.2% | $7,231-96.6% | $11,403-97.8% |