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 | $133,170 | $138,347-3.7% | $184,203-27.7% | $80,856+64.7% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.6%+32.4pp |
| Annual return | 21.11% | 20.02%+1.1pp | 28.81%-7.7pp | 35.59%-14.5pp |
| Employer contribution / active EE | $15,949 | $4,850+228.8% | $6,427+148.1% | $2,755+478.9% |
| Participant deferral / active EE | $22,436 | $7,071+217.3% | $9,131+145.7% | $4,296+422.3% |
| Admin fee / account holder | $95 | $10,483-99.1% | $13,901-99.3% | $6,918-98.6% |