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 | $124,592 | $197,591-36.9% | $177,821-29.9% | $158,922-21.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 23.78% | 58.76%-35.0pp | 48.32%-24.5pp | 302.83%-279.0pp |
| Employer contribution / active EE | $22,219 | $6,697+231.7% | $5,918+275.4% | $4,761+366.7% |
| Participant deferral / active EE | $13,134 | $8,405+56.3% | $7,714+70.3% | $5,982+119.6% |
| Admin fee / account holder | $0 | $15,399-100.0% | $12,427-100.0% | $11,246-100.0% |