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 5-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 | $152,158 | $127,065+19.7% | $113,168+34.5% | $142,382+6.9% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 22.85% | 24.03%-1.2pp | 24.27%-1.4pp | 217.08%-194.2pp |
| Employer contribution / active EE | $30,348 | $3,442+781.7% | $2,975+920.0% | $4,299+605.9% |
| Participant deferral / active EE | $3,974 | $5,716-30.5% | $5,107-22.2% | $6,507-38.9% |
| Admin fee / account holder | $0 | $15,736-100.0% | $12,068-100.0% | $12,624-100.0% |