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 | $124,254 | $197,591-37.1% | $177,821-30.1% | $158,922-21.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 29.54% | 58.76%-29.2pp | 48.32%-18.8pp | 302.83%-273.3pp |
| Employer contribution / active EE | $14,455 | $6,697+115.8% | $5,918+144.2% | $4,761+203.6% |
| Participant deferral / active EE | $19,396 | $8,405+130.8% | $7,714+151.4% | $5,982+224.2% |
| Admin fee / account holder | $272 | $15,399-98.2% | $12,427-97.8% | $11,246-97.6% |