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 | $244,990 | $78,422+212.4% | $95,952+155.3% | $79,858+206.8% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | 19.69% | 19.37%+0.3pp | 91.61%-71.9pp | 31.71%-12.0pp |
| Employer contribution / active EE | $2,126 | $1,945+9.3% | $2,541-16.3% | $2,471-14.0% |
| Participant deferral / active EE | $2,599 | $3,440-24.4% | $4,167-37.6% | $3,740-30.5% |
| Admin fee / account holder | $174 | $5,622-96.9% | $6,795-97.4% | $5,306-96.7% |