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 | $242,817 | $165,335+46.9% | $149,696+62.2% | $158,922+52.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 18.89% | 348.15%-329.3pp | 276.60%-257.7pp | 302.83%-283.9pp |
| Employer contribution / active EE | $21,113 | $5,103+313.8% | $4,644+354.6% | $4,761+343.4% |
| Participant deferral / active EE | $14,680 | $7,181+104.4% | $6,842+114.6% | $5,982+145.4% |
| Admin fee / account holder | $88 | $10,807-99.2% | $9,309-99.1% | $11,246-99.2% |