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 | $62,026 | $201,272-69.2% | $184,203-66.3% | $145,922-57.5% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 20.52% | 29.00%-8.5pp | 28.81%-8.3pp | 561.29%-540.8pp |
| Employer contribution / active EE | $1,863 | $7,022-73.5% | $6,427-71.0% | $4,660-60.0% |
| Participant deferral / active EE | $8,891 | $9,806-9.3% | $9,131-2.6% | $6,688+32.9% |
| Admin fee / account holder | $209 | $16,364-98.7% | $13,901-98.5% | $13,397-98.4% |