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 7-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 | $198,766 | $106,584+86.5% | $101,326+96.2% | $142,382+39.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 12.90% | 36.93%-24.0pp | 36.82%-23.9pp | 217.08%-204.2pp |
| Employer contribution / active EE | $2,762 | $3,956-30.2% | $3,665-24.6% | $4,299-35.8% |
| Participant deferral / active EE | $14,824 | $8,297+78.7% | $7,994+85.4% | $6,507+127.8% |
| Admin fee / account holder | $212 | $11,446-98.2% | $11,185-98.1% | $12,624-98.3% |