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 | $231,063 | $89,355+158.6% | $141,162+63.7% | $72,985+216.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 24.69% | 111.85%-87.2pp | 71.39%-46.7pp | 81.00%-56.3pp |
| Employer contribution / active EE | $8,262 | $3,114+165.3% | $4,735+74.5% | $2,440+238.6% |
| Participant deferral / active EE | $9,370 | $5,418+72.9% | $6,709+39.7% | $3,607+159.7% |
| Admin fee / account holder | $193 | $5,958-96.8% | $10,261-98.1% | $5,124-96.2% |