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 | $165,291 | $201,272-17.9% | $184,203-10.3% | $145,922+13.3% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 11.27% | 29.00%-17.7pp | 28.81%-17.5pp | 561.29%-550.0pp |
| Employer contribution / active EE | $2,448 | $7,022-65.1% | $6,427-61.9% | $4,660-47.5% |
| Participant deferral / active EE | $19,500 | $9,806+98.9% | $9,131+113.6% | $6,688+191.6% |
| Admin fee / account holder | $22 | $16,364-99.9% | $13,901-99.8% | $13,397-99.8% |