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 | $219,901 | $106,584+106.3% | $101,326+117.0% | $142,382+54.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 18.19% | 36.93%-18.7pp | 36.82%-18.6pp | 217.08%-198.9pp |
| Employer contribution / active EE | $6,755 | $3,956+70.8% | $3,665+84.3% | $4,299+57.1% |
| Participant deferral / active EE | $21,240 | $8,297+156.0% | $7,994+165.7% | $6,507+226.4% |
| Admin fee / account holder | $219 | $11,446-98.1% | $11,185-98.0% | $12,624-98.3% |