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 | $166,946 | $117,841+41.7% | $102,423+63.0% | $145,922+14.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 14.87% | 31.65%-16.8pp | 29.32%-14.5pp | 561.29%-546.4pp |
| Employer contribution / active EE | $4,637 | $3,615+28.3% | $3,023+53.4% | $4,660-0.5% |
| Participant deferral / active EE | $4,320 | $5,731-24.6% | $5,053-14.5% | $6,688-35.4% |
| Admin fee / account holder | $3 | $13,326-100.0% | $9,451-100.0% | $13,397-100.0% |