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 6-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 | $153,444 | $157,256-2.4% | $141,162+8.7% | $152,861+0.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 18.96% | 64.32%-45.4pp | 71.39%-52.4pp | 345.32%-326.4pp |
| Employer contribution / active EE | $2,179 | $5,261-58.6% | $4,735-54.0% | $4,762-54.2% |
| Participant deferral / active EE | $7,897 | $7,109+11.1% | $6,709+17.7% | $5,850+35.0% |
| Admin fee / account holder | $10 | $12,120-99.9% | $10,261-99.9% | $11,596-99.9% |