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 | $195,827 | $176,377+11.0% | $134,143+46.0% | $158,922+23.2% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 14.10% | 63.63%-49.5pp | 36.33%-22.2pp | 302.83%-288.7pp |
| Employer contribution / active EE | $3,777 | $5,040-25.1% | $3,704+2.0% | $4,761-20.7% |
| Participant deferral / active EE | $5,676 | $4,091+38.7% | $3,499+62.2% | $5,982-5.1% |
| Admin fee / account holder | $22 | $8,718-99.7% | $6,684-99.7% | $11,246-99.8% |