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 | $191,813 | $135,952+41.1% | $123,892+54.8% | $273,961-30.0% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 58.19% | 56.63%+1.6pp | 47.52%+10.7pp | 41.45%+16.7pp |
| Employer contribution / active EE | $24,469 | $5,170+373.3% | $4,617+430.0% | $4,869+402.6% |
| Participant deferral / active EE | $14,600 | $6,343+130.2% | $5,984+144.0% | $5,287+176.1% |
| Admin fee / account holder | $83 | $9,817-99.2% | $8,357-99.0% | $10,132-99.2% |