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 | $203,789 | $90,503+125.2% | $78,689+159.0% | $273,961-25.6% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 9.56% | 75.60%-66.0pp | 62.18%-52.6pp | 41.45%-31.9pp |
| Employer contribution / active EE | $4,278 | $3,176+34.7% | $2,851+50.1% | $4,869-12.1% |
| Participant deferral / active EE | $9,798 | $3,901+151.1% | $3,517+178.6% | $5,287+85.3% |
| Admin fee / account holder | $56 | $5,263-98.9% | $4,510-98.8% | $10,132-99.4% |