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 | $98,467 | $201,272-51.1% | $184,203-46.5% | $145,922-32.5% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 20.75% | 29.00%-8.3pp | 28.81%-8.1pp | 561.29%-540.5pp |
| Employer contribution / active EE | $16,269 | $7,022+131.7% | $6,427+153.1% | $4,660+249.1% |
| Participant deferral / active EE | $12,238 | $9,806+24.8% | $9,131+34.0% | $6,688+83.0% |
| Admin fee / account holder | $7 | $16,364-100.0% | $13,901-99.9% | $13,397-99.9% |