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 | $135,438 | $214,378-36.8% | $200,582-32.5% | $142,382-4.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 21.87% | 46.41%-24.5pp | 42.33%-20.5pp | 217.08%-195.2pp |
| Employer contribution / active EE | $17,129 | $6,841+150.4% | $6,419+166.8% | $4,299+298.4% |
| Participant deferral / active EE | $19,169 | $9,865+94.3% | $9,331+105.4% | $6,507+194.6% |
| Admin fee / account holder | $76 | $17,692-99.6% | $16,305-99.5% | $12,624-99.4% |