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 5-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 | $131,100 | $201,272-34.9% | $184,203-28.8% | $145,922-10.2% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 34.46% | 29.00%+5.5pp | 28.81%+5.6pp | 561.29%-526.8pp |
| Employer contribution / active EE | $12,048 | $7,022+71.6% | $6,427+87.5% | $4,660+158.6% |
| Participant deferral / active EE | $14,672 | $9,806+49.6% | $9,131+60.7% | $6,688+119.4% |
| Admin fee / account holder | $151 | $16,364-99.1% | $13,901-98.9% | $13,397-98.9% |