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 | $120,750 | $209,411-42.3% | $178,490-32.3% | $158,922-24.0% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 6.48% | 188.75%-182.3pp | 151.07%-144.6pp | 302.83%-296.3pp |
| Employer contribution / active EE | $4,594 | $5,706-19.5% | $5,011-8.3% | $4,761-3.5% |
| Participant deferral / active EE | $5,575 | $5,954-6.4% | $5,202+7.2% | $5,982-6.8% |
| Admin fee / account holder | $264 | $17,074-98.5% | $13,984-98.1% | $11,246-97.7% |