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 | $142,110 | $95,266+49.2% | $82,389+72.5% | $142,382-0.2% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 17.49% | 25.74%-8.2pp | 28.67%-11.2pp | 217.08%-199.6pp |
| Employer contribution / active EE | $1,728 | $2,991-42.2% | $2,517-31.4% | $4,299-59.8% |
| Participant deferral / active EE | $8,357 | $4,809+73.8% | $4,155+101.2% | $6,507+28.4% |
| Admin fee / account holder | $33 | $8,563-99.6% | $7,231-99.5% | $12,624-99.7% |