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 | $194,656 | $117,983+65.0% | $101,794+91.2% | $142,382+36.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 17.84% | 36.92%-19.1pp | 30.53%-12.7pp | 217.08%-199.2pp |
| Employer contribution / active EE | $1,812 | $2,773-34.6% | $2,289-20.8% | $4,299-57.8% |
| Participant deferral / active EE | $4,543 | $4,714-3.6% | $4,084+11.2% | $6,507-30.2% |
| Admin fee / account holder | $76 | $10,433-99.3% | $8,777-99.1% | $12,624-99.4% |