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 3-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 | $141,056 | $97,744+44.3% | $103,476+36.3% | $145,922-3.3% |
| Participation rate | 100.0% | 81.1%+18.9pp | 80.5%+19.5pp | 80.3%+19.7pp |
| Annual return | 16.67% | 25.41%-8.7pp | 23.90%-7.2pp | 561.29%-544.6pp |
| Employer contribution / active EE | $8,360 | $4,677+78.8% | $4,672+78.9% | $4,660+79.4% |
| Participant deferral / active EE | $20,900 | $6,603+216.5% | $6,623+215.6% | $6,688+212.5% |
| Admin fee / account holder | $190 | $12,515-98.5% | $9,413-98.0% | $13,397-98.6% |