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 | $248,537 | $74,888+231.9% | $71,209+249.0% | $142,382+74.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 24.38% | 345.14%-320.8pp | 282.51%-258.1pp | 217.08%-192.7pp |
| Employer contribution / active EE | $4,262 | $2,854+49.3% | $2,721+56.6% | $4,299-0.9% |
| Participant deferral / active EE | $5,198 | $4,454+16.7% | $4,175+24.5% | $6,507-20.1% |
| Admin fee / account holder | $150 | $5,568-97.3% | $5,349-97.2% | $12,624-98.8% |