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 | $194,065 | $84,233+130.4% | $170,442+13.9% | $70,131+176.7% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 25.67% | 23.06%+2.6pp | 205.93%-180.3pp | 73.14%-47.5pp |
| Employer contribution / active EE | $17,984 | $3,387+431.0% | $5,433+231.0% | $2,342+667.8% |
| Participant deferral / active EE | $9,475 | $3,086+207.1% | $4,939+91.8% | $3,332+184.4% |
| Admin fee / account holder | $222 | $5,698-96.1% | $13,880-98.4% | $4,645-95.2% |