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 | $76,508 | $127,065-39.8% | $113,168-32.4% | $142,382-46.3% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 12.38% | 24.03%-11.6pp | 24.27%-11.9pp | 217.08%-204.7pp |
| Employer contribution / active EE | $5,151 | $3,442+49.6% | $2,975+73.1% | $4,299+19.8% |
| Participant deferral / active EE | $16,140 | $5,716+182.3% | $5,107+216.0% | $6,507+148.0% |
| Admin fee / account holder | $0 | $15,736-100.0% | $12,068-100.0% | $12,624-100.0% |