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 | $191,056 | $163,101+17.1% | $136,749+39.7% | $142,382+34.2% |
| Participation rate | 100.0% | 78.2%+21.8pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 18.17% | 27.54%-9.4pp | 24.33%-6.2pp | 217.08%-198.9pp |
| Employer contribution / active EE | $3,600 | $4,117-12.5% | $3,400+5.9% | $4,299-16.3% |
| Participant deferral / active EE | $23,500 | $5,585+320.8% | $4,692+400.8% | $6,507+261.1% |
| Admin fee / account holder | $20 | $14,318-99.9% | $11,386-99.8% | $12,624-99.8% |