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 | $228,460 | $117,841+93.9% | $102,423+123.1% | $145,922+56.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 9.31% | 31.65%-22.3pp | 29.32%-20.0pp | 561.29%-552.0pp |
| Employer contribution / active EE | $6,829 | $3,615+88.9% | $3,023+125.9% | $4,660+46.6% |
| Participant deferral / active EE | $6,800 | $5,731+18.7% | $5,053+34.6% | $6,688+1.7% |
| Admin fee / account holder | $0 | $13,326-100.0% | $9,451-100.0% | $13,397-100.0% |