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 6-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 | $93,147 | $177,572-47.5% | $154,803-39.8% | $142,382-34.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 18.92% | 65.07%-46.1pp | 58.88%-40.0pp | 217.08%-198.2pp |
| Employer contribution / active EE | $8,860 | $4,810+84.2% | $4,305+105.8% | $4,299+106.1% |
| Participant deferral / active EE | $14,237 | $6,272+127.0% | $5,540+157.0% | $6,507+118.8% |
| Admin fee / account holder | $0 | $16,786-100.0% | $14,329-100.0% | $12,624-100.0% |