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 | $143,719 | $148,534-3.2% | $135,903+5.8% | $139,434+3.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 38.63% | 79.19%-40.6pp | 68.23%-29.6pp | 372.94%-334.3pp |
| Employer contribution / active EE | $2,496 | $5,243-52.4% | $4,856-48.6% | $4,751-47.5% |
| Participant deferral / active EE | $16,119 | $8,100+99.0% | $7,758+107.8% | $6,710+140.2% |
| Admin fee / account holder | $251 | $12,400-98.0% | $10,762-97.7% | $11,403-97.8% |