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 | $176,275 | $142,405+23.8% | $115,157+53.1% | $152,861+15.3% |
| Participation rate | 100.0% | 82.4%+17.6pp | 75.9%+24.1pp | 82.4%+17.6pp |
| Annual return | 22.01% | 41.48%-19.5pp | 35.60%-13.6pp | 345.32%-323.3pp |
| Employer contribution / active EE | $9,811 | $4,010+144.7% | $3,179+208.7% | $4,762+106.0% |
| Participant deferral / active EE | $5,436 | $5,164+5.3% | $4,168+30.4% | $5,850-7.1% |
| Admin fee / account holder | $20 | $8,462-99.8% | $7,088-99.7% | $11,596-99.8% |