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 5-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 | $134,227 | $117,841+13.9% | $102,423+31.1% | $145,922-8.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 17.83% | 31.65%-13.8pp | 29.32%-11.5pp | 561.29%-543.5pp |
| Employer contribution / active EE | $7,579 | $3,615+109.7% | $3,023+150.7% | $4,660+62.7% |
| Participant deferral / active EE | $15,158 | $5,731+164.5% | $5,053+200.0% | $6,688+126.7% |
| Admin fee / account holder | $0 | $13,326-100.0% | $9,451-100.0% | $13,397-100.0% |