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 8-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 | $203,114 | $201,272+0.9% | $184,203+10.3% | $145,922+39.2% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 18.45% | 29.00%-10.5pp | 28.81%-10.4pp | 561.29%-542.8pp |
| Employer contribution / active EE | $27,985 | $7,022+298.5% | $6,427+335.4% | $4,660+500.6% |
| Participant deferral / active EE | $20,417 | $9,806+108.2% | $9,131+123.6% | $6,688+205.3% |
| Admin fee / account holder | $13 | $16,364-99.9% | $13,901-99.9% | $13,397-99.9% |