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 5-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 | $112,178 | $106,584+5.2% | $101,326+10.7% | $142,382-21.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 17.64% | 36.93%-19.3pp | 36.82%-19.2pp | 217.08%-199.4pp |
| Employer contribution / active EE | $3,402 | $3,956-14.0% | $3,665-7.2% | $4,299-20.9% |
| Participant deferral / active EE | $18,067 | $8,297+117.7% | $7,994+126.0% | $6,507+177.6% |
| Admin fee / account holder | $0 | $11,446-100.0% | $11,185-100.0% | $12,624-100.0% |