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 | $107,306 | $117,983-9.0% | $101,794+5.4% | $142,382-24.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 21.38% | 36.92%-15.5pp | 30.53%-9.1pp | 217.08%-195.7pp |
| Employer contribution / active EE | $15,981 | $2,773+476.4% | $2,289+598.2% | $4,299+271.7% |
| Participant deferral / active EE | $9,287 | $4,714+97.0% | $4,084+127.4% | $6,507+42.7% |
| Admin fee / account holder | $26 | $10,433-99.7% | $8,777-99.7% | $12,624-99.8% |