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 6-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 | $120,799 | $117,983+2.4% | $101,794+18.7% | $142,382-15.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 16.10% | 36.92%-20.8pp | 30.53%-14.4pp | 217.08%-201.0pp |
| Employer contribution / active EE | $0 | $2,773-100.0% | $2,289-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $15,621 | $4,714+231.4% | $4,084+282.5% | $6,507+140.0% |
| Admin fee / account holder | $29 | $10,433-99.7% | $8,777-99.7% | $12,624-99.8% |