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 | $139,202 | $165,335-15.8% | $149,696-7.0% | $158,922-12.4% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 20.66% | 348.15%-327.5pp | 276.60%-255.9pp | 302.83%-282.2pp |
| Employer contribution / active EE | $1,370 | $5,103-73.2% | $4,644-70.5% | $4,761-71.2% |
| Participant deferral / active EE | $19,500 | $7,181+171.5% | $6,842+185.0% | $5,982+226.0% |
| Admin fee / account holder | $30 | $10,807-99.7% | $9,309-99.7% | $11,246-99.7% |