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 | $125,474 | $209,411-40.1% | $178,490-29.7% | $158,922-21.0% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 10.16% | 188.75%-178.6pp | 151.07%-140.9pp | 302.83%-292.7pp |
| Employer contribution / active EE | $1,449 | $5,706-74.6% | $5,011-71.1% | $4,761-69.6% |
| Participant deferral / active EE | $3,162 | $5,954-46.9% | $5,202-39.2% | $5,982-47.1% |
| Admin fee / account holder | $0 | $17,074-100.0% | $13,984-100.0% | $11,246-100.0% |