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 3-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 | $178,219 | $214,378-16.9% | $200,582-11.1% | $142,382+25.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 18.59% | 46.41%-27.8pp | 42.33%-23.7pp | 217.08%-198.5pp |
| Employer contribution / active EE | $19,316 | $6,841+182.3% | $6,419+200.9% | $4,299+349.3% |
| Participant deferral / active EE | $16,842 | $9,865+70.7% | $9,331+80.5% | $6,507+158.8% |
| Admin fee / account holder | $28 | $17,692-99.8% | $16,305-99.8% | $12,624-99.8% |