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 10-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 | $158,468 | $65,561+141.7% | $86,188+83.9% | $75,163+110.8% |
| Participation rate | 98.8% | 60.5%+38.3pp | 69.0%+29.8pp | 67.2%+31.6pp |
| Annual return | 16.68% | 46.05%-29.4pp | 1168.45%-1151.8pp | 160.62%-143.9pp |
| Employer contribution / active EE | $3,238 | $1,553+108.5% | $2,380+36.0% | $2,670+21.3% |
| Participant deferral / active EE | $7,407 | $3,024+145.0% | $3,985+85.9% | $4,125+79.6% |
| Admin fee / account holder | $116 | $5,474-97.9% | $6,852-98.3% | $5,651-97.9% |