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 | $241,285 | $177,572+35.9% | $154,803+55.9% | $142,382+69.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 16.71% | 65.07%-48.4pp | 58.88%-42.2pp | 217.08%-200.4pp |
| Employer contribution / active EE | $9,114 | $4,810+89.5% | $4,305+111.7% | $4,299+112.0% |
| Participant deferral / active EE | $5,873 | $6,272-6.3% | $5,540+6.0% | $6,507-9.7% |
| Admin fee / account holder | $253 | $16,786-98.5% | $14,329-98.2% | $12,624-98.0% |