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 | $192,508 | $149,734+28.6% | $118,925+61.9% | $158,922+21.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 15.32% | 19.95%-4.6pp | 35.88%-20.6pp | 302.83%-287.5pp |
| Employer contribution / active EE | $2,334 | $4,115-43.3% | $3,263-28.5% | $4,761-51.0% |
| Participant deferral / active EE | $7,333 | $5,223+40.4% | $4,265+71.9% | $5,982+22.6% |
| Admin fee / account holder | $112 | $8,603-98.7% | $6,581-98.3% | $11,246-99.0% |