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 | $206,955 | $98,240+110.7% | $82,313+151.4% | $147,584+40.2% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 19.51% | 30.85%-11.3pp | 25.88%-6.4pp | 578.55%-559.0pp |
| Employer contribution / active EE | $3,144 | $3,192-1.5% | $2,428+29.5% | $4,876-35.5% |
| Participant deferral / active EE | $11,156 | $4,383+154.5% | $3,706+201.0% | $5,439+105.1% |
| Admin fee / account holder | $0 | $8,563-100.0% | $5,608-100.0% | $10,885-100.0% |