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 | $121,814 | $106,584+14.3% | $101,326+20.2% | $142,382-14.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 29.49% | 36.93%-7.4pp | 36.82%-7.3pp | 217.08%-187.6pp |
| Employer contribution / active EE | $10,344 | $3,956+161.5% | $3,665+182.2% | $4,299+140.6% |
| Participant deferral / active EE | $17,185 | $8,297+107.1% | $7,994+115.0% | $6,507+164.1% |
| Admin fee / account holder | $127 | $11,446-98.9% | $11,185-98.9% | $12,624-99.0% |