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 6-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 | $191,739 | $214,378-10.6% | $200,582-4.4% | $142,382+34.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 19.82% | 46.41%-26.6pp | 42.33%-22.5pp | 217.08%-197.3pp |
| Employer contribution / active EE | $35,195 | $6,841+414.4% | $6,419+448.3% | $4,299+718.7% |
| Participant deferral / active EE | $9,031 | $9,865-8.5% | $9,331-3.2% | $6,507+38.8% |
| Admin fee / account holder | $186 | $17,692-99.0% | $16,305-98.9% | $12,624-98.5% |