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 4-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 | $218,916 | $94,338+132.1% | $100,534+117.8% | $142,382+53.8% |
| Participation rate | 100.0% | 81.7%+18.3pp | 80.6%+19.4pp | 80.1%+19.9pp |
| Annual return | 14.73% | 29.20%-14.5pp | 32.66%-17.9pp | 217.08%-202.3pp |
| Employer contribution / active EE | $9,302 | $4,237+119.5% | $4,346+114.0% | $4,299+116.4% |
| Participant deferral / active EE | $2,217 | $5,934-62.6% | $6,144-63.9% | $6,507-65.9% |
| Admin fee / account holder | $7 | $8,421-99.9% | $7,654-99.9% | $12,624-99.9% |