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 | $109,567 | $163,101-32.8% | $136,749-19.9% | $142,382-23.0% |
| Participation rate | 100.0% | 78.2%+21.8pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 10.89% | 27.54%-16.7pp | 24.33%-13.4pp | 217.08%-206.2pp |
| Employer contribution / active EE | $2,201 | $4,117-46.5% | $3,400-35.3% | $4,299-48.8% |
| Participant deferral / active EE | $5,448 | $5,585-2.5% | $4,692+16.1% | $6,507-16.3% |
| Admin fee / account holder | $0 | $14,318-100.0% | $11,386-100.0% | $12,624-100.0% |