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 | $112,835 | $201,272-43.9% | $184,203-38.7% | $145,922-22.7% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 21.29% | 29.00%-7.7pp | 28.81%-7.5pp | 561.29%-540.0pp |
| Employer contribution / active EE | $4,700 | $7,022-33.1% | $6,427-26.9% | $4,660+0.9% |
| Participant deferral / active EE | $26,750 | $9,806+172.8% | $9,131+192.9% | $6,688+300.0% |
| Admin fee / account holder | $180 | $16,364-98.9% | $13,901-98.7% | $13,397-98.7% |