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 | $173,075 | $72,177+139.8% | $115,037+50.5% | $59,632+190.2% |
| Participation rate | 100.0% | 72.6%+27.4pp | 81.4%+18.6pp | 68.7%+31.3pp |
| Annual return | 3.24% | 12.02%-8.8pp | 26.14%-22.9pp | 2041.28%-2038.0pp |
| Employer contribution / active EE | $2,381 | $2,841-16.2% | $4,608-48.3% | $2,203+8.1% |
| Participant deferral / active EE | $7,569 | $4,783+58.3% | $6,026+25.6% | $3,192+137.2% |
| Admin fee / account holder | $93 | $4,927-98.1% | $8,175-98.9% | $4,297-97.8% |