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 | $227,031 | $77,419+193.2% | $69,455+226.9% | $152,861+48.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.4%+17.6pp |
| Annual return | 7.41% | 39.06%-31.7pp | 28.97%-21.6pp | 345.32%-337.9pp |
| Employer contribution / active EE | $1,889 | $3,315-43.0% | $2,779-32.0% | $4,762-60.3% |
| Participant deferral / active EE | $8,326 | $4,414+88.6% | $3,535+135.5% | $5,850+42.3% |
| Admin fee / account holder | $18 | $6,207-99.7% | $3,839-99.5% | $11,596-99.8% |