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 | $138,307 | $214,378-35.5% | $200,582-31.0% | $142,382-2.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 22.60% | 46.41%-23.8pp | 42.33%-19.7pp | 217.08%-194.5pp |
| Employer contribution / active EE | $16,831 | $6,841+146.0% | $6,419+162.2% | $4,299+291.5% |
| Participant deferral / active EE | $21,585 | $9,865+118.8% | $9,331+131.3% | $6,507+231.7% |
| Admin fee / account holder | $129 | $17,692-99.3% | $16,305-99.2% | $12,624-99.0% |