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 8-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 | $122,855 | $159,602-23.0% | $150,045-18.1% | $142,382-13.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 17.00% | 70.24%-53.2pp | 62.55%-45.5pp | 217.08%-200.1pp |
| Employer contribution / active EE | $4,597 | $4,961-7.3% | $4,693-2.1% | $4,299+6.9% |
| Participant deferral / active EE | $19,071 | $8,310+129.5% | $7,997+138.5% | $6,507+193.1% |
| Admin fee / account holder | $242 | $14,846-98.4% | $13,435-98.2% | $12,624-98.1% |