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 8-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 | $169,158 | $201,272-16.0% | $184,203-8.2% | $145,922+15.9% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 17.66% | 29.00%-11.3pp | 28.81%-11.2pp | 561.29%-543.6pp |
| Employer contribution / active EE | $21,493 | $7,022+206.1% | $6,427+234.4% | $4,660+361.3% |
| Participant deferral / active EE | $11,083 | $9,806+13.0% | $9,131+21.4% | $6,688+65.7% |
| Admin fee / account holder | $47 | $16,364-99.7% | $13,901-99.7% | $13,397-99.6% |