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 | $129,180 | $214,378-39.7% | $200,582-35.6% | $142,382-9.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 37.44% | 46.41%-9.0pp | 42.33%-4.9pp | 217.08%-179.6pp |
| Employer contribution / active EE | $8,625 | $6,841+26.1% | $6,419+34.4% | $4,299+100.6% |
| Participant deferral / active EE | $19,108 | $9,865+93.7% | $9,331+104.8% | $6,507+193.7% |
| Admin fee / account holder | $112 | $17,692-99.4% | $16,305-99.3% | $12,624-99.1% |