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 | $228,179 | $131,829+73.1% | $108,579+110.2% | $273,961-16.7% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 4.63% | -91.57%+96.2pp | -51.70%+56.3pp | 41.45%-36.8pp |
| Employer contribution / active EE | $16,317 | $4,912+232.1% | $3,758+334.2% | $4,869+235.1% |
| Participant deferral / active EE | $5,350 | $5,127+4.3% | $4,311+24.1% | $5,287+1.2% |
| Admin fee / account holder | $0 | $10,252-100.0% | $7,645-100.0% | $10,132-100.0% |