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 | $200,934 | $149,734+34.2% | $118,925+69.0% | $158,922+26.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 11.62% | 19.95%-8.3pp | 35.88%-24.3pp | 302.83%-291.2pp |
| Employer contribution / active EE | $5,903 | $4,115+43.4% | $3,263+80.9% | $4,761+24.0% |
| Participant deferral / active EE | $7,034 | $5,223+34.7% | $4,265+64.9% | $5,982+17.6% |
| Admin fee / account holder | $179 | $8,603-97.9% | $6,581-97.3% | $11,246-98.4% |