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 | $98,544 | $179,726-45.2% | $156,263-36.9% | $142,382-30.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 18.62% | 77.86%-59.2pp | 59.47%-40.9pp | 217.08%-198.5pp |
| Employer contribution / active EE | $4,169 | $5,069-17.8% | $4,333-3.8% | $4,299-3.0% |
| Participant deferral / active EE | $20,441 | $6,956+193.9% | $6,158+231.9% | $6,507+214.1% |
| Admin fee / account holder | $193 | $17,272-98.9% | $14,255-98.6% | $12,624-98.5% |