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 | $199,044 | $84,233+136.3% | $170,442+16.8% | $70,131+183.8% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 21.87% | 23.06%-1.2pp | 205.93%-184.1pp | 73.14%-51.3pp |
| Employer contribution / active EE | $1,591 | $3,387-53.0% | $5,433-70.7% | $2,342-32.1% |
| Participant deferral / active EE | $4,541 | $3,086+47.2% | $4,939-8.1% | $3,332+36.3% |
| Admin fee / account holder | $52 | $5,698-99.1% | $13,880-99.6% | $4,645-98.9% |