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 | $123,781 | $127,065-2.6% | $113,168+9.4% | $142,382-13.1% |
| Participation rate | 90.9% | 79.2%+11.7pp | 76.6%+14.3pp | 80.1%+10.8pp |
| Annual return | 19.38% | 24.03%-4.6pp | 24.27%-4.9pp | 217.08%-197.7pp |
| Employer contribution / active EE | $7,167 | $3,442+108.2% | $2,975+140.9% | $4,299+66.7% |
| Participant deferral / active EE | $20,963 | $5,716+266.7% | $5,107+310.5% | $6,507+222.1% |
| Admin fee / account holder | $56 | $15,736-99.6% | $12,068-99.5% | $12,624-99.6% |