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 | $130,554 | $201,272-35.1% | $184,203-29.1% | $145,922-10.5% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 14.54% | 29.00%-14.5pp | 28.81%-14.3pp | 561.29%-546.7pp |
| Employer contribution / active EE | $8,325 | $7,022+18.6% | $6,427+29.5% | $4,660+78.7% |
| Participant deferral / active EE | $18,251 | $9,806+86.1% | $9,131+99.9% | $6,688+172.9% |
| Admin fee / account holder | $87 | $16,364-99.5% | $13,901-99.4% | $13,397-99.4% |