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 | $189,108 | $112,881+67.5% | $90,951+107.9% | $158,922+19.0% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 20.28% | 215.79%-195.5pp | 134.60%-114.3pp | 302.83%-282.5pp |
| Employer contribution / active EE | $2,944 | $2,893+1.7% | $2,122+38.7% | $4,761-38.2% |
| Participant deferral / active EE | $16,274 | $4,128+294.3% | $3,373+382.5% | $5,982+172.0% |
| Admin fee / account holder | $27 | $8,041-99.7% | $5,959-99.5% | $11,246-99.8% |