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 3-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 | $121,231 | $100,773+20.3% | $88,946+36.3% | $142,382-14.9% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 20.92% | 70.18%-49.3pp | 57.82%-36.9pp | 217.08%-196.2pp |
| Employer contribution / active EE | $5,047 | $2,918+73.0% | $2,555+97.5% | $4,299+17.4% |
| Participant deferral / active EE | $18,686 | $5,230+257.3% | $4,581+307.9% | $6,507+187.2% |
| Admin fee / account holder | $247 | $9,693-97.5% | $8,261-97.0% | $12,624-98.0% |