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 | $229,574 | $180,028+27.5% | $138,135+66.2% | $158,922+44.5% |
| Participation rate | 100.0% | 82.2%+17.8pp | 78.7%+21.3pp | 82.0%+18.0pp |
| Annual return | 12.36% | 21.68%-9.3pp | 20.51%-8.1pp | 302.83%-290.5pp |
| Employer contribution / active EE | $2,009 | $7,470-73.1% | $5,587-64.0% | $4,761-57.8% |
| Participant deferral / active EE | $5,903 | $7,717-23.5% | $6,431-8.2% | $5,982-1.3% |
| Admin fee / account holder | $0 | $17,912-100.0% | $11,856-100.0% | $11,246-100.0% |