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 4-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 | $164,797 | $117,983+39.7% | $101,794+61.9% | $142,382+15.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 16.71% | 36.92%-20.2pp | 30.53%-13.8pp | 217.08%-200.4pp |
| Employer contribution / active EE | $21,971 | $2,773+692.4% | $2,289+859.9% | $4,299+411.1% |
| Participant deferral / active EE | $16,218 | $4,714+244.1% | $4,084+297.1% | $6,507+149.2% |
| Admin fee / account holder | $145 | $10,433-98.6% | $8,777-98.3% | $12,624-98.9% |