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 | $124,490 | $159,602-22.0% | $150,045-17.0% | $142,382-12.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 16.89% | 70.24%-53.3pp | 62.55%-45.7pp | 217.08%-200.2pp |
| Employer contribution / active EE | $3,019 | $4,961-39.1% | $4,693-35.7% | $4,299-29.8% |
| Participant deferral / active EE | $9,399 | $8,310+13.1% | $7,997+17.5% | $6,507+44.4% |
| Admin fee / account holder | $270 | $14,846-98.2% | $13,435-98.0% | $12,624-97.9% |