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 | $201,004 | $72,177+178.5% | $115,037+74.7% | $59,632+237.1% |
| Participation rate | 100.0% | 72.6%+27.4pp | 81.4%+18.6pp | 68.7%+31.3pp |
| Annual return | 1.20% | 12.02%-10.8pp | 26.14%-24.9pp | 2041.28%-2040.1pp |
| Employer contribution / active EE | $755 | $2,841-73.4% | $4,608-83.6% | $2,203-65.7% |
| Participant deferral / active EE | $3,378 | $4,783-29.4% | $6,026-44.0% | $3,192+5.8% |
| Admin fee / account holder | $205 | $4,927-95.8% | $8,175-97.5% | $4,297-95.2% |