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 | $177,319 | $107,334+65.2% | $92,893+90.9% | $152,861+16.0% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 21.54% | 145.58%-124.0pp | 109.41%-87.9pp | 345.32%-323.8pp |
| Employer contribution / active EE | $2,657 | $4,221-37.1% | $3,653-27.3% | $4,762-44.2% |
| Participant deferral / active EE | $11,835 | $4,845+144.3% | $4,236+179.4% | $5,850+102.3% |
| Admin fee / account holder | $116 | $7,079-98.4% | $5,794-98.0% | $11,596-99.0% |