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 | $152,231 | $100,773+51.1% | $88,946+71.2% | $142,382+6.9% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 16.87% | 70.18%-53.3pp | 57.82%-40.9pp | 217.08%-200.2pp |
| Employer contribution / active EE | $21,738 | $2,918+645.0% | $2,555+750.8% | $4,299+405.6% |
| Participant deferral / active EE | $32,875 | $5,230+528.6% | $4,581+617.6% | $6,507+405.2% |
| Admin fee / account holder | $84 | $9,693-99.1% | $8,261-99.0% | $12,624-99.3% |