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 10-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 | $104,959 | $159,602-34.2% | $150,045-30.0% | $142,382-26.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 19.91% | 70.24%-50.3pp | 62.55%-42.6pp | 217.08%-197.2pp |
| Employer contribution / active EE | $4,685 | $4,961-5.6% | $4,693-0.2% | $4,299+9.0% |
| Participant deferral / active EE | $18,076 | $8,310+117.5% | $7,997+126.0% | $6,507+177.8% |
| Admin fee / account holder | $15 | $14,846-99.9% | $13,435-99.9% | $12,624-99.9% |