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 | $142,354 | $117,983+20.7% | $101,794+39.8% | $142,3820% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 13.60% | 36.92%-23.3pp | 30.53%-16.9pp | 217.08%-203.5pp |
| Employer contribution / active EE | $1,006 | $2,773-63.7% | $2,289-56.0% | $4,299-76.6% |
| Participant deferral / active EE | $4,024 | $4,714-14.6% | $4,084-1.5% | $6,507-38.2% |
| Admin fee / account holder | $209 | $10,433-98.0% | $8,777-97.6% | $12,624-98.3% |