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 | $96,453 | $127,065-24.1% | $113,168-14.8% | $142,382-32.3% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 22.79% | 24.03%-1.2pp | 24.27%-1.5pp | 217.08%-194.3pp |
| Employer contribution / active EE | $8,912 | $3,442+158.9% | $2,975+199.5% | $4,299+107.3% |
| Participant deferral / active EE | $11,533 | $5,716+101.8% | $5,107+125.8% | $6,507+77.2% |
| Admin fee / account holder | $212 | $15,736-98.7% | $12,068-98.2% | $12,624-98.3% |