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 | $171,930 | $102,616+67.5% | $81,983+109.7% | $158,922+8.2% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.2%+30.8pp | 82.0%+18.0pp |
| Annual return | 12.55% | 61.04%-48.5pp | 41.31%-28.8pp | 302.83%-290.3pp |
| Employer contribution / active EE | $2,383 | $3,240-26.5% | $2,498-4.6% | $4,761-50.0% |
| Participant deferral / active EE | $18,025 | $4,648+287.8% | $3,722+384.3% | $5,982+201.3% |
| Admin fee / account holder | $245 | $8,235-97.0% | $5,664-95.7% | $11,246-97.8% |