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 | $118,326 | $201,272-41.2% | $184,203-35.8% | $145,922-18.9% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 15.77% | 29.00%-13.2pp | 28.81%-13.0pp | 561.29%-545.5pp |
| Employer contribution / active EE | $3,307 | $7,022-52.9% | $6,427-48.5% | $4,660-29.0% |
| Participant deferral / active EE | $6,903 | $9,806-29.6% | $9,131-24.4% | $6,688+3.2% |
| Admin fee / account holder | $121 | $16,364-99.3% | $13,901-99.1% | $13,397-99.1% |