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 7-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 | $128,763 | $177,572-27.5% | $154,803-16.8% | $142,382-9.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 23.90% | 65.07%-41.2pp | 58.88%-35.0pp | 217.08%-193.2pp |
| Employer contribution / active EE | $1,843 | $4,810-61.7% | $4,305-57.2% | $4,299-57.1% |
| Participant deferral / active EE | $10,333 | $6,272+64.8% | $5,540+86.5% | $6,507+58.8% |
| Admin fee / account holder | $0 | $16,786-100.0% | $14,329-100.0% | $12,624-100.0% |