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 9-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 | $128,486 | $157,256-18.3% | $141,162-9.0% | $152,861-15.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 22.69% | 64.32%-41.6pp | 71.39%-48.7pp | 345.32%-322.6pp |
| Employer contribution / active EE | $3,583 | $5,261-31.9% | $4,735-24.3% | $4,762-24.8% |
| Participant deferral / active EE | $13,109 | $7,109+84.4% | $6,709+95.4% | $5,850+124.1% |
| Admin fee / account holder | $83 | $12,120-99.3% | $10,261-99.2% | $11,596-99.3% |