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 | $145,915 | $228,332-36.1% | $185,823-21.5% | $158,922-8.2% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 54.07% | 40.80%+13.3pp | 35.95%+18.1pp | 302.83%-248.8pp |
| Employer contribution / active EE | $16,238 | $4,967+226.9% | $4,087+297.3% | $4,761+241.0% |
| Participant deferral / active EE | $17,333 | $6,415+170.2% | $5,632+207.8% | $5,982+189.8% |
| Admin fee / account holder | $0 | $11,864-100.0% | $9,500-100.0% | $11,246-100.0% |