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 6-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 | $143,662 | $72,277+98.8% | $101,248+41.9% | $79,858+79.9% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 23.48% | 22.30%+1.2pp | 46.47%-23.0pp | 31.71%-8.2pp |
| Employer contribution / active EE | $3,767 | $2,692+40.0% | $3,660+2.9% | $2,471+52.5% |
| Participant deferral / active EE | $5,479 | $3,282+67.0% | $4,370+25.4% | $3,740+46.5% |
| Admin fee / account holder | $290 | $4,400-93.4% | $5,945-95.1% | $5,306-94.5% |