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 | $197,346 | $154,117+28.0% | $129,995+51.8% | $139,434+41.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 24.49% | 32.48%-8.0pp | -137.18%+161.7pp | 372.94%-348.4pp |
| Employer contribution / active EE | $16,780 | $5,289+217.3% | $4,320+288.5% | $4,751+253.2% |
| Participant deferral / active EE | $19,068 | $6,710+184.2% | $5,820+227.6% | $6,710+184.2% |
| Admin fee / account holder | $61 | $14,007-99.6% | $10,614-99.4% | $11,403-99.5% |