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 4-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 | $217,349 | $106,584+103.9% | $101,326+114.5% | $142,382+52.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 22.44% | 36.93%-14.5pp | 36.82%-14.4pp | 217.08%-194.6pp |
| Employer contribution / active EE | $45,963 | $3,956+1061.9% | $3,665+1154.0% | $4,299+969.1% |
| Participant deferral / active EE | $18,298 | $8,297+120.5% | $7,994+128.9% | $6,507+181.2% |
| Admin fee / account holder | $218 | $11,446-98.1% | $11,185-98.1% | $12,624-98.3% |