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 | $135,290 | $165,335-18.2% | $149,696-9.6% | $158,922-14.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 20.39% | 348.15%-327.8pp | 276.60%-256.2pp | 302.83%-282.4pp |
| Employer contribution / active EE | $8,855 | $5,103+73.5% | $4,644+90.7% | $4,761+86.0% |
| Participant deferral / active EE | $13,957 | $7,181+94.4% | $6,842+104.0% | $5,982+133.3% |
| Admin fee / account holder | $1 | $10,807-100.0% | $9,309-100.0% | $11,246-100.0% |