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 | $127,478 | $179,726-29.1% | $156,263-18.4% | $142,382-10.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 16.74% | 77.86%-61.1pp | 59.47%-42.7pp | 217.08%-200.3pp |
| Employer contribution / active EE | $14,964 | $5,069+195.2% | $4,333+245.3% | $4,299+248.1% |
| Participant deferral / active EE | $28,500 | $6,956+309.7% | $6,158+362.8% | $6,507+338.0% |
| Admin fee / account holder | $0 | $17,272-100.0% | $14,255-100.0% | $12,624-100.0% |