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 | $180,637 | $118,680+52.2% | $98,907+82.6% | $158,922+13.7% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 23.21% | 372.35%-349.1pp | 196.43%-173.2pp | 302.83%-279.6pp |
| Employer contribution / active EE | $2,633 | $3,333-21.0% | $2,689-2.1% | $4,761-44.7% |
| Participant deferral / active EE | $10,142 | $5,088+99.3% | $4,244+139.0% | $5,982+69.5% |
| Admin fee / account holder | $0 | $10,131-100.0% | $6,642-100.0% | $11,246-100.0% |