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 | $142,442 | $214,378-33.6% | $200,582-29.0% | $142,3820% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 15.48% | 46.41%-30.9pp | 42.33%-26.8pp | 217.08%-201.6pp |
| Employer contribution / active EE | $1,895 | $6,841-72.3% | $6,419-70.5% | $4,299-55.9% |
| Participant deferral / active EE | $12,088 | $9,865+22.5% | $9,331+29.5% | $6,507+85.8% |
| Admin fee / account holder | $0 | $17,692-100.0% | $16,305-100.0% | $12,624-100.0% |