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 | $154,968 | $91,552+69.3% | $133,956+15.7% | $79,858+94.1% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 14.46% | 61.85%-47.4pp | 45.09%-30.6pp | 31.71%-17.3pp |
| Employer contribution / active EE | $6,258 | $2,384+162.6% | $3,919+59.7% | $2,471+153.3% |
| Participant deferral / active EE | $13,012 | $3,733+248.5% | $5,048+157.8% | $3,740+247.9% |
| Admin fee / account holder | $0 | $6,321-100.0% | $8,927-100.0% | $5,306-100.0% |