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 | $174,418 | $104,251+67.3% | $91,001+91.7% | $147,584+18.2% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 26.45% | 27.06%-0.6pp | 4.60%+21.8pp | 578.55%-552.1pp |
| Employer contribution / active EE | $36,802 | $3,116+1081.2% | $2,456+1398.7% | $4,876+654.7% |
| Participant deferral / active EE | $24,046 | $4,195+473.2% | $3,547+577.8% | $5,439+342.1% |
| Admin fee / account holder | $78 | $8,948-99.1% | $5,417-98.6% | $10,885-99.3% |