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 9-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 | $118,058 | $104,974+12.5% | $95,585+23.5% | $142,382-17.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 17.09% | 210.33%-193.2pp | 38.56%-21.5pp | 217.08%-200.0pp |
| Employer contribution / active EE | $2,377 | $2,779-14.5% | $2,527-5.9% | $4,299-44.7% |
| Participant deferral / active EE | $33,274 | $4,352+664.6% | $4,023+727.2% | $6,507+411.3% |
| Admin fee / account holder | $18 | $6,386-99.7% | $6,127-99.7% | $12,624-99.9% |