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 | $121,499 | $159,602-23.9% | $150,045-19.0% | $142,382-14.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 16.05% | 70.24%-54.2pp | 62.55%-46.5pp | 217.08%-201.0pp |
| Employer contribution / active EE | $18,517 | $4,961+273.3% | $4,693+294.5% | $4,299+330.7% |
| Participant deferral / active EE | $16,361 | $8,310+96.9% | $7,997+104.6% | $6,507+151.4% |
| Admin fee / account holder | $220 | $14,846-98.5% | $13,435-98.4% | $12,624-98.3% |