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 | $198,753 | $105,126+89.1% | $94,646+110.0% | $139,434+42.5% |
| Participation rate | 75.0% | 82.4%-7.4pp | 80.8%-5.8pp | 80.3%-5.3pp |
| Annual return | 22.41% | 38.03%-15.6pp | 156.71%-134.3pp | 372.94%-350.5pp |
| Employer contribution / active EE | $6,081 | $4,106+48.1% | $3,672+65.6% | $4,751+28.0% |
| Participant deferral / active EE | $14,630 | $7,599+92.5% | $7,418+97.2% | $6,710+118.0% |
| Admin fee / account holder | $21 | $8,984-99.8% | $7,231-99.7% | $11,403-99.8% |