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 | $189,525 | $105,859+79.0% | $90,160+110.2% | $147,584+28.4% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 19.85% | 37.63%-17.8pp | 34.88%-15.0pp | 578.55%-558.7pp |
| Employer contribution / active EE | $3,417 | $4,126-17.2% | $3,318+3.0% | $4,876-29.9% |
| Participant deferral / active EE | $9,903 | $5,733+72.7% | $5,288+87.3% | $5,439+82.1% |
| Admin fee / account holder | $16 | $8,046-99.8% | $5,943-99.7% | $10,885-99.8% |