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 | $212,037 | $201,272+5.3% | $184,203+15.1% | $145,922+45.3% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 33.31% | 29.00%+4.3pp | 28.81%+4.5pp | 561.29%-528.0pp |
| Employer contribution / active EE | $6,213 | $7,022-11.5% | $6,427-3.3% | $4,660+33.3% |
| Participant deferral / active EE | $15,333 | $9,806+56.4% | $9,131+67.9% | $6,688+129.3% |
| Admin fee / account holder | $0 | $16,364-100.0% | $13,901-100.0% | $13,397-100.0% |