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 6-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 | $175,218 | $114,381+53.2% | $107,525+63.0% | $142,382+23.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 14.88% | 242.71%-227.8pp | 181.32%-166.4pp | 217.08%-202.2pp |
| Employer contribution / active EE | $1,333 | $4,015-66.8% | $3,754-64.5% | $4,299-69.0% |
| Participant deferral / active EE | $16,000 | $5,564+187.6% | $5,116+212.8% | $6,507+145.9% |
| Admin fee / account holder | $0 | $9,860-100.0% | $8,919-100.0% | $12,624-100.0% |