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 | $175,325 | $124,281+41.1% | $109,143+60.6% | $167,490+4.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 11.98% | 26.04%-14.1pp | 25.75%-13.8pp | 478.56%-466.6pp |
| Employer contribution / active EE | $4,919 | $4,207+16.9% | $3,722+32.2% | $4,837+1.7% |
| Participant deferral / active EE | $17,923 | $5,255+241.1% | $4,653+285.2% | $6,341+182.6% |
| Admin fee / account holder | $0 | $7,970-100.0% | $6,752-100.0% | $12,309-100.0% |