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 9-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 | $132,947 | $177,572-25.1% | $154,803-14.1% | $142,382-6.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 15.44% | 65.07%-49.6pp | 58.88%-43.4pp | 217.08%-201.6pp |
| Employer contribution / active EE | $8,460 | $4,810+75.9% | $4,305+96.5% | $4,299+96.8% |
| Participant deferral / active EE | $5,636 | $6,272-10.1% | $5,540+1.7% | $6,507-13.4% |
| Admin fee / account holder | $215 | $16,786-98.7% | $14,329-98.5% | $12,624-98.3% |