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 | $145,553 | $124,319+17.1% | $111,297+30.8% | $167,490-13.1% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 16.16% | 37.44%-21.3pp | 54.65%-38.5pp | 478.56%-462.4pp |
| Employer contribution / active EE | $3,040 | $3,435-11.5% | $2,731+11.3% | $4,837-37.2% |
| Participant deferral / active EE | $6,701 | $5,180+29.4% | $4,487+49.3% | $6,341+5.7% |
| Admin fee / account holder | $211 | $10,618-98.0% | $7,964-97.4% | $12,309-98.3% |