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 9-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 | $166,920 | $114,381+45.9% | $107,525+55.2% | $142,382+17.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 16.84% | 242.71%-225.9pp | 181.32%-164.5pp | 217.08%-200.2pp |
| Employer contribution / active EE | $2,723 | $4,015-32.2% | $3,754-27.5% | $4,299-36.7% |
| Participant deferral / active EE | $9,682 | $5,564+74.0% | $5,116+89.3% | $6,507+48.8% |
| Admin fee / account holder | $40 | $9,860-99.6% | $8,919-99.6% | $12,624-99.7% |