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 | $225,702 | $153,311+47.2% | $109,313+106.5% | $273,961-17.6% |
| Participation rate | 100.0% | 80.1%+19.9pp | 71.3%+28.7pp | 83.0%+17.0pp |
| Annual return | 13.42% | 29.86%-16.4pp | 22.07%-8.7pp | 41.45%-28.0pp |
| Employer contribution / active EE | $3,863 | $5,619-31.3% | $3,892-0.7% | $4,869-20.7% |
| Participant deferral / active EE | $4,500 | $3,932+14.4% | $3,166+42.1% | $5,287-14.9% |
| Admin fee / account holder | $25 | $8,076-99.7% | $5,666-99.6% | $10,132-99.8% |