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 | $143,857 | $201,272-28.5% | $184,203-21.9% | $145,922-1.4% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 9.94% | 29.00%-19.1pp | 28.81%-18.9pp | 561.29%-551.3pp |
| Employer contribution / active EE | $1,797 | $7,022-74.4% | $6,427-72.0% | $4,660-61.4% |
| Participant deferral / active EE | $13,187 | $9,806+34.5% | $9,131+44.4% | $6,688+97.2% |
| Admin fee / account holder | $267 | $16,364-98.4% | $13,901-98.1% | $13,397-98.0% |