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 | $130,294 | $159,602-18.4% | $150,045-13.2% | $142,382-8.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 22.62% | 70.24%-47.6pp | 62.55%-39.9pp | 217.08%-194.5pp |
| Employer contribution / active EE | $8,551 | $4,961+72.4% | $4,693+82.2% | $4,299+98.9% |
| Participant deferral / active EE | $19,175 | $8,310+130.7% | $7,997+139.8% | $6,507+194.7% |
| Admin fee / account holder | $136 | $14,846-99.1% | $13,435-99.0% | $12,624-98.9% |