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 4-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 | $138,222 | $117,983+17.2% | $101,794+35.8% | $142,382-2.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 24.69% | 36.92%-12.2pp | 30.53%-5.8pp | 217.08%-192.4pp |
| Employer contribution / active EE | $7,070 | $2,773+155.0% | $2,289+208.9% | $4,299+64.5% |
| Participant deferral / active EE | $31,000 | $4,714+557.7% | $4,084+659.1% | $6,507+376.4% |
| Admin fee / account holder | $266 | $10,433-97.5% | $8,777-97.0% | $12,624-97.9% |