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 9-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 | $151,774 | $201,272-24.6% | $184,203-17.6% | $145,922+4.0% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 20.73% | 29.00%-8.3pp | 28.81%-8.1pp | 561.29%-540.6pp |
| Employer contribution / active EE | $4,154 | $7,022-40.8% | $6,427-35.4% | $4,660-10.8% |
| Participant deferral / active EE | $12,235 | $9,806+24.8% | $9,131+34.0% | $6,688+82.9% |
| Admin fee / account holder | $0 | $16,364-100.0% | $13,901-100.0% | $13,397-100.0% |