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 | $234,957 | $165,335+42.1% | $149,696+57.0% | $158,922+47.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 16.85% | 348.15%-331.3pp | 276.60%-259.7pp | 302.83%-286.0pp |
| Employer contribution / active EE | $6,914 | $5,103+35.5% | $4,644+48.9% | $4,761+45.2% |
| Participant deferral / active EE | $14,152 | $7,181+97.1% | $6,842+106.9% | $5,982+136.6% |
| Admin fee / account holder | $0 | $10,807-100.0% | $9,309-100.0% | $11,246-100.0% |