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 5-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 | $142,806 | $114,381+24.9% | $107,525+32.8% | $142,382+0.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 21.50% | 242.71%-221.2pp | 181.32%-159.8pp | 217.08%-195.6pp |
| Employer contribution / active EE | $35,690 | $4,015+789.0% | $3,754+850.8% | $4,299+730.2% |
| Participant deferral / active EE | $19,500 | $5,564+250.5% | $5,116+281.2% | $6,507+199.7% |
| Admin fee / account holder | $151 | $9,860-98.5% | $8,919-98.3% | $12,624-98.8% |