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 | $120,172 | $58,208+106.5% | $81,812+46.9% | $80,856+48.6% |
| Participation rate | 98.5% | 63.4%+35.1pp | 72.3%+26.2pp | 67.6%+30.9pp |
| Annual return | 15.95% | 41.66%-25.7pp | 773.79%-757.8pp | 35.59%-19.6pp |
| Employer contribution / active EE | $9,283 | $2,340+296.7% | $2,912+218.7% | $2,755+237.0% |
| Participant deferral / active EE | $9,792 | $3,281+198.5% | $4,319+126.7% | $4,296+127.9% |
| Admin fee / account holder | $247 | $4,981-95.0% | $7,386-96.7% | $6,918-96.4% |