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 3-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 | $93,654 | $177,572-47.3% | $154,803-39.5% | $142,382-34.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 22.30% | 65.07%-42.8pp | 58.88%-36.6pp | 217.08%-194.8pp |
| Employer contribution / active EE | $14,210 | $4,810+195.4% | $4,305+230.0% | $4,299+230.5% |
| Participant deferral / active EE | $12,465 | $6,272+98.8% | $5,540+125.0% | $6,507+91.6% |
| Admin fee / account holder | $128 | $16,786-99.2% | $14,329-99.1% | $12,624-99.0% |