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 | $166,293 | $117,841+41.1% | $102,423+62.4% | $145,922+14.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 11.94% | 31.65%-19.7pp | 29.32%-17.4pp | 561.29%-549.3pp |
| Employer contribution / active EE | $2,400 | $3,615-33.6% | $3,023-20.6% | $4,660-48.5% |
| Participant deferral / active EE | $10,400 | $5,731+81.5% | $5,053+105.8% | $6,688+55.5% |
| Admin fee / account holder | $90 | $13,326-99.3% | $9,451-99.0% | $13,397-99.3% |