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 4-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 | $155,752 | $185,822-16.2% | $169,993-8.4% | $139,434+11.7% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 60.56% | 60.50%+0.1pp | 53.37%+7.2pp | 372.94%-312.4pp |
| Employer contribution / active EE | $2,315 | $7,590-69.5% | $6,785-65.9% | $4,751-51.3% |
| Participant deferral / active EE | $11,756 | $11,622+1.2% | $10,408+13.0% | $6,710+75.2% |
| Admin fee / account holder | $24 | $15,381-99.8% | $12,815-99.8% | $11,403-99.8% |