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 | $169,042 | $117,983+43.3% | $101,794+66.1% | $142,382+18.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 15.98% | 36.92%-20.9pp | 30.53%-14.5pp | 217.08%-201.1pp |
| Employer contribution / active EE | $9,556 | $2,773+244.6% | $2,289+317.5% | $4,299+122.3% |
| Participant deferral / active EE | $8,915 | $4,714+89.1% | $4,084+118.3% | $6,507+37.0% |
| Admin fee / account holder | $24 | $10,433-99.8% | $8,777-99.7% | $12,624-99.8% |