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 | $167,033 | $64,839+157.6% | $95,585+74.7% | $84,808+97.0% |
| Participation rate | 100.0% | 63.8%+36.2pp | 72.1%+27.9pp | 68.3%+31.7pp |
| Annual return | 14.87% | -670.96%+685.8pp | 38.56%-23.7pp | 40.90%-26.0pp |
| Employer contribution / active EE | $1,872 | $1,759+6.4% | $2,527-25.9% | $2,631-28.9% |
| Participant deferral / active EE | $7,358 | $2,965+148.2% | $4,023+82.9% | $4,212+74.7% |
| Admin fee / account holder | $176 | $5,964-97.1% | $6,127-97.1% | $7,344-97.6% |