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 5-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 | $185,171 | $185,822-0.4% | $169,993+8.9% | $139,434+32.8% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 25.01% | 60.50%-35.5pp | 53.37%-28.4pp | 372.94%-347.9pp |
| Employer contribution / active EE | $2,713 | $7,590-64.3% | $6,785-60.0% | $4,751-42.9% |
| Participant deferral / active EE | $12,718 | $11,622+9.4% | $10,408+22.2% | $6,710+89.5% |
| Admin fee / account holder | $15 | $15,381-99.9% | $12,815-99.9% | $11,403-99.9% |