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 4-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 | $112,331 | $159,602-29.6% | $150,045-25.1% | $142,382-21.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 21.13% | 70.24%-49.1pp | 62.55%-41.4pp | 217.08%-195.9pp |
| Employer contribution / active EE | $15,050 | $4,961+203.4% | $4,693+220.7% | $4,299+250.1% |
| Participant deferral / active EE | $6,299 | $8,310-24.2% | $7,997-21.2% | $6,507-3.2% |
| Admin fee / account holder | $0 | $14,846-100.0% | $13,435-100.0% | $12,624-100.0% |