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 | $116,759 | $197,825-41.0% | $155,790-25.1% | $125,391-6.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 76.1%+23.9pp | 83.2%+16.8pp |
| Annual return | 2.89% | 86.74%-83.9pp | 71.54%-68.7pp | 282.22%-279.3pp |
| Employer contribution / active EE | $23,701 | $4,847+389.0% | $3,836+517.8% | $4,866+387.1% |
| Participant deferral / active EE | $17,400 | $5,630+209.1% | $4,797+262.7% | $5,352+225.1% |
| Admin fee / account holder | $0 | $9,545-100.0% | $7,478-100.0% | $9,540-100.0% |