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 | $160,796 | $238,490-32.6% | $180,183-10.8% | $142,382+12.9% |
| Participation rate | 100.0% | 82.3%+17.7pp | 77.4%+22.6pp | 80.1%+19.9pp |
| Annual return | 18.27% | 33.56%-15.3pp | 27.86%-9.6pp | 217.08%-198.8pp |
| Employer contribution / active EE | $12,286 | $6,143+100.0% | $5,039+143.8% | $4,299+185.8% |
| Participant deferral / active EE | $25,295 | $7,996+216.3% | $6,822+270.8% | $6,507+288.7% |
| Admin fee / account holder | $56 | $28,866-99.8% | $19,975-99.7% | $12,624-99.6% |