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 | $158,596 | $162,781-2.6% | $133,956+18.4% | $158,922-0.2% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 14.94% | 41.94%-27.0pp | 45.09%-30.2pp | 302.83%-287.9pp |
| Employer contribution / active EE | $8,688 | $4,975+74.6% | $3,919+121.7% | $4,761+82.5% |
| Participant deferral / active EE | $22,750 | $5,911+284.9% | $5,048+350.7% | $5,982+280.3% |
| Admin fee / account holder | $265 | $11,736-97.7% | $8,927-97.0% | $11,246-97.6% |