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 | $196,017 | $109,881+78.4% | $150,045+30.6% | $84,808+131.1% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 15.85% | 28.25%-12.4pp | 62.55%-46.7pp | 40.90%-25.0pp |
| Employer contribution / active EE | $3,217 | $3,561-9.7% | $4,693-31.5% | $2,631+22.3% |
| Participant deferral / active EE | $8,425 | $6,636+27.0% | $7,997+5.3% | $4,212+100.0% |
| Admin fee / account holder | $227 | $8,568-97.4% | $13,435-98.3% | $7,344-96.9% |