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 9-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 | $164,957 | $114,381+44.2% | $107,525+53.4% | $142,382+15.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 17.32% | 242.71%-225.4pp | 181.32%-164.0pp | 217.08%-199.8pp |
| Employer contribution / active EE | $3,469 | $4,015-13.6% | $3,754-7.6% | $4,299-19.3% |
| Participant deferral / active EE | $32,875 | $5,564+490.8% | $5,116+542.6% | $6,507+405.2% |
| Admin fee / account holder | $20 | $9,860-99.8% | $8,919-99.8% | $12,624-99.8% |