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 | $173,502 | $109,327+58.7% | $89,391+94.1% | $158,922+9.2% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 13.91% | 345.68%-331.8pp | 245.62%-231.7pp | 302.83%-288.9pp |
| Employer contribution / active EE | $3,417 | $3,170+7.8% | $2,586+32.1% | $4,761-28.2% |
| Participant deferral / active EE | $8,998 | $4,598+95.7% | $3,890+131.3% | $5,982+50.4% |
| Admin fee / account holder | $29 | $6,153-99.5% | $4,881-99.4% | $11,246-99.7% |