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 | $91,355 | $228,332-60.0% | $185,823-50.8% | $158,922-42.5% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 15.83% | 40.80%-25.0pp | 35.95%-20.1pp | 302.83%-287.0pp |
| Employer contribution / active EE | $6,120 | $4,967+23.2% | $4,087+49.7% | $4,761+28.5% |
| Participant deferral / active EE | $3,660 | $6,415-42.9% | $5,632-35.0% | $5,982-38.8% |
| Admin fee / account holder | $0 | $11,864-100.0% | $9,500-100.0% | $11,246-100.0% |