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 | $113,937 | $148,978-23.5% | $200,582-43.2% | $84,808+34.3% |
| Participation rate | 100.0% | 84.2%+15.8pp | 86.9%+13.1pp | 68.3%+31.7pp |
| Annual return | 28.48% | 28.16%+0.3pp | 42.33%-13.9pp | 40.90%-12.4pp |
| Employer contribution / active EE | $3,015 | $4,815-37.4% | $6,419-53.0% | $2,631+14.6% |
| Participant deferral / active EE | $0 | $7,142-100.0% | $9,331-100.0% | $4,212-100.0% |
| Admin fee / account holder | $290 | $13,977-97.9% | $16,305-98.2% | $7,344-96.1% |