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 4-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 | $171,283 | $117,983+45.2% | $101,794+68.3% | $142,382+20.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 20.26% | 36.92%-16.7pp | 30.53%-10.3pp | 217.08%-196.8pp |
| Employer contribution / active EE | $3,708 | $2,773+33.7% | $2,289+62.0% | $4,299-13.8% |
| Participant deferral / active EE | $32,250 | $4,714+584.2% | $4,084+689.7% | $6,507+395.6% |
| Admin fee / account holder | $173 | $10,433-98.3% | $8,777-98.0% | $12,624-98.6% |