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 8-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 | $208,247 | $106,584+95.4% | $101,326+105.5% | $142,382+46.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 17.76% | 36.93%-19.2pp | 36.82%-19.1pp | 217.08%-199.3pp |
| Employer contribution / active EE | $717 | $3,956-81.9% | $3,665-80.4% | $4,299-83.3% |
| Participant deferral / active EE | $14,796 | $8,297+78.3% | $7,994+85.1% | $6,507+127.4% |
| Admin fee / account holder | $20 | $11,446-99.8% | $11,185-99.8% | $12,624-99.8% |