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 | $248,875 | $176,377+41.1% | $134,143+85.5% | $158,922+56.6% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 11.11% | 63.63%-52.5pp | 36.33%-25.2pp | 302.83%-291.7pp |
| Employer contribution / active EE | $4,858 | $5,040-3.6% | $3,704+31.2% | $4,761+2.0% |
| Participant deferral / active EE | $4,622 | $4,091+13.0% | $3,499+32.1% | $5,982-22.7% |
| Admin fee / account holder | $17 | $8,718-99.8% | $6,684-99.8% | $11,246-99.9% |