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 7-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 | $138,916 | $183,519-24.3% | $155,509-10.7% | $145,922-4.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 22.90% | 61.17%-38.3pp | 64.67%-41.8pp | 561.29%-538.4pp |
| Employer contribution / active EE | $1,243 | $5,313-76.6% | $4,672-73.4% | $4,660-73.3% |
| Participant deferral / active EE | $3,323 | $6,462-48.6% | $5,626-40.9% | $6,688-50.3% |
| Admin fee / account holder | $68 | $19,313-99.7% | $15,912-99.6% | $13,397-99.5% |