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 | $162,400 | $105,126+54.5% | $94,646+71.6% | $139,434+16.5% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 19.86% | 38.03%-18.2pp | 156.71%-136.8pp | 372.94%-353.1pp |
| Employer contribution / active EE | $4,333 | $4,106+5.5% | $3,672+18.0% | $4,751-8.8% |
| Participant deferral / active EE | $13,692 | $7,599+80.2% | $7,418+84.6% | $6,710+104.1% |
| Admin fee / account holder | $121 | $8,984-98.7% | $7,231-98.3% | $11,403-98.9% |