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 | $164,863 | $201,272-18.1% | $184,203-10.5% | $145,922+13.0% |
| Participation rate | 83.3% | 87.5%-4.2pp | 86.8%-3.5pp | 80.3%+3.1pp |
| Annual return | 16.86% | 29.00%-12.1pp | 28.81%-12.0pp | 561.29%-544.4pp |
| Employer contribution / active EE | $6,907 | $7,022-1.6% | $6,427+7.5% | $4,660+48.2% |
| Participant deferral / active EE | $9,140 | $9,806-6.8% | $9,131+0.1% | $6,688+36.7% |
| Admin fee / account holder | $35 | $16,364-99.8% | $13,901-99.7% | $13,397-99.7% |