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 | $77,775 | $201,272-61.4% | $184,203-57.8% | $145,922-46.7% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 16.22% | 29.00%-12.8pp | 28.81%-12.6pp | 561.29%-545.1pp |
| Employer contribution / active EE | $12,029 | $7,022+71.3% | $6,427+87.2% | $4,660+158.1% |
| Participant deferral / active EE | $16,772 | $9,806+71.0% | $9,131+83.7% | $6,688+150.8% |
| Admin fee / account holder | $38 | $16,364-99.8% | $13,901-99.7% | $13,397-99.7% |