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 | $103,760 | $165,335-37.2% | $149,696-30.7% | $158,922-34.7% |
| Participation rate | 94.4% | 84.6%+9.9pp | 82.5%+12.0pp | 82.0%+12.5pp |
| Annual return | 27.17% | 348.15%-321.0pp | 276.60%-249.4pp | 302.83%-275.7pp |
| Employer contribution / active EE | $12,032 | $5,103+135.8% | $4,644+159.1% | $4,761+152.7% |
| Participant deferral / active EE | $10,786 | $7,181+50.2% | $6,842+57.6% | $5,982+80.3% |
| Admin fee / account holder | $0 | $10,807-100.0% | $9,309-100.0% | $11,246-100.0% |