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 9-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 | $218,324 | $217,402+0.4% | $185,823+17.5% | $167,490+30.4% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 16.17% | 148.36%-132.2pp | 122.05%-105.9pp | 478.56%-462.4pp |
| Employer contribution / active EE | $3,863 | $5,873-34.2% | $5,167-25.3% | $4,837-20.2% |
| Participant deferral / active EE | $11,722 | $6,356+84.4% | $5,568+110.5% | $6,341+84.9% |
| Admin fee / account holder | $20 | $19,811-99.9% | $16,237-99.9% | $12,309-99.8% |