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 5-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 | $125,458 | $183,519-31.6% | $155,509-19.3% | $145,922-14.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 12.96% | 61.17%-48.2pp | 64.67%-51.7pp | 561.29%-548.3pp |
| Employer contribution / active EE | $12,952 | $5,313+143.8% | $4,672+177.2% | $4,660+178.0% |
| Participant deferral / active EE | $13,717 | $6,462+112.3% | $5,626+143.8% | $6,688+105.1% |
| Admin fee / account holder | $88 | $19,313-99.5% | $15,912-99.4% | $13,397-99.3% |