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 | $196,603 | $214,378-8.3% | $200,582-2.0% | $142,382+38.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 11.70% | 46.41%-34.7pp | 42.33%-30.6pp | 217.08%-205.4pp |
| Employer contribution / active EE | $2,028 | $6,841-70.4% | $6,419-68.4% | $4,299-52.8% |
| Participant deferral / active EE | $4,815 | $9,865-51.2% | $9,331-48.4% | $6,507-26.0% |
| Admin fee / account holder | $160 | $17,692-99.1% | $16,305-99.0% | $12,624-98.7% |