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 | $104,993 | $163,101-35.6% | $136,749-23.2% | $142,382-26.3% |
| Participation rate | 100.0% | 78.2%+21.8pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 25.28% | 27.54%-2.3pp | 24.33%+1.0pp | 217.08%-191.8pp |
| Employer contribution / active EE | $8,327 | $4,117+102.3% | $3,400+144.9% | $4,299+93.7% |
| Participant deferral / active EE | $12,722 | $5,585+127.8% | $4,692+171.1% | $6,507+95.5% |
| Admin fee / account holder | $0 | $14,318-100.0% | $11,386-100.0% | $12,624-100.0% |