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 4-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 | $145,671 | $177,572-18.0% | $154,803-5.9% | $142,382+2.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 44.33% | 65.07%-20.7pp | 58.88%-14.6pp | 217.08%-172.7pp |
| Employer contribution / active EE | $22,737 | $4,810+372.7% | $4,305+428.1% | $4,299+428.9% |
| Participant deferral / active EE | $18,838 | $6,272+200.4% | $5,540+240.0% | $6,507+189.5% |
| Admin fee / account holder | $0 | $16,786-100.0% | $14,329-100.0% | $12,624-100.0% |