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 | $126,725 | $159,602-20.6% | $150,045-15.5% | $142,382-11.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 15.29% | 70.24%-54.9pp | 62.55%-47.3pp | 217.08%-201.8pp |
| Employer contribution / active EE | $3,333 | $4,961-32.8% | $4,693-29.0% | $4,299-22.5% |
| Participant deferral / active EE | $17,086 | $8,310+105.6% | $7,997+113.7% | $6,507+162.6% |
| Admin fee / account holder | $260 | $14,846-98.2% | $13,435-98.1% | $12,624-97.9% |