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 | $240,839 | $201,272+19.7% | $184,203+30.7% | $145,922+65.0% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 19.23% | 29.00%-9.8pp | 28.81%-9.6pp | 561.29%-542.1pp |
| Employer contribution / active EE | $7,344 | $7,022+4.6% | $6,427+14.3% | $4,660+57.6% |
| Participant deferral / active EE | $16,835 | $9,806+71.7% | $9,131+84.4% | $6,688+151.7% |
| Admin fee / account holder | $0 | $16,364-100.0% | $13,901-100.0% | $13,397-100.0% |