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 | $231,470 | $162,781+42.2% | $133,956+72.8% | $158,922+45.6% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 15.45% | 41.94%-26.5pp | 45.09%-29.6pp | 302.83%-287.4pp |
| Employer contribution / active EE | $26,350 | $4,975+429.6% | $3,919+572.4% | $4,761+453.4% |
| Participant deferral / active EE | $16,345 | $5,911+176.5% | $5,048+223.8% | $5,982+173.2% |
| Admin fee / account holder | $5 | $11,736-100.0% | $8,927-99.9% | $11,246-100.0% |