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 | $233,304 | $149,734+55.8% | $118,925+96.2% | $158,922+46.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 17.55% | 19.95%-2.4pp | 35.88%-18.3pp | 302.83%-285.3pp |
| Employer contribution / active EE | $2,304 | $4,115-44.0% | $3,263-29.4% | $4,761-51.6% |
| Participant deferral / active EE | $4,503 | $5,223-13.8% | $4,265+5.6% | $5,982-24.7% |
| Admin fee / account holder | $276 | $8,603-96.8% | $6,581-95.8% | $11,246-97.5% |