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 | $150,881 | $214,378-29.6% | $200,582-24.8% | $142,382+6.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 30.43% | 46.41%-16.0pp | 42.33%-11.9pp | 217.08%-186.6pp |
| Employer contribution / active EE | $7,037 | $6,841+2.9% | $6,419+9.6% | $4,299+63.7% |
| Participant deferral / active EE | $18,243 | $9,865+84.9% | $9,331+95.5% | $6,507+180.4% |
| Admin fee / account holder | $223 | $17,692-98.7% | $16,305-98.6% | $12,624-98.2% |