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 4-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 | $107,667 | $177,572-39.4% | $154,803-30.4% | $142,382-24.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 12.91% | 65.07%-52.2pp | 58.88%-46.0pp | 217.08%-204.2pp |
| Employer contribution / active EE | $29,106 | $4,810+505.1% | $4,305+576.0% | $4,299+577.0% |
| Participant deferral / active EE | $16,489 | $6,272+162.9% | $5,540+197.6% | $6,507+153.4% |
| Admin fee / account holder | $81 | $16,786-99.5% | $14,329-99.4% | $12,624-99.4% |