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 9-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 | $103,451 | $176,056-41.2% | $159,436-35.1% | $167,490-38.2% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 18.40% | 331.75%-313.4pp | 263.57%-245.2pp | 478.56%-460.2pp |
| Employer contribution / active EE | $13,682 | $5,297+158.3% | $4,829+183.3% | $4,837+182.8% |
| Participant deferral / active EE | $8,802 | $7,750+13.6% | $7,352+19.7% | $6,341+38.8% |
| Admin fee / account holder | $125 | $12,554-99.0% | $10,799-98.8% | $12,309-99.0% |