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 4-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 | $108,152 | $159,602-32.2% | $150,045-27.9% | $142,382-24.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 26.33% | 70.24%-43.9pp | 62.55%-36.2pp | 217.08%-190.7pp |
| Employer contribution / active EE | $8,780 | $4,961+77.0% | $4,693+87.1% | $4,299+104.2% |
| Participant deferral / active EE | $15,215 | $8,310+83.1% | $7,997+90.3% | $6,507+133.8% |
| Admin fee / account holder | $214 | $14,846-98.6% | $13,435-98.4% | $12,624-98.3% |