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 5-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 | $130,863 | $214,378-39.0% | $200,582-34.8% | $142,382-8.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 19.02% | 46.41%-27.4pp | 42.33%-23.3pp | 217.08%-198.1pp |
| Employer contribution / active EE | $2,864 | $6,841-58.1% | $6,419-55.4% | $4,299-33.4% |
| Participant deferral / active EE | $17,813 | $9,865+80.6% | $9,331+90.9% | $6,507+173.7% |
| Admin fee / account holder | $104 | $17,692-99.4% | $16,305-99.4% | $12,624-99.2% |