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 | $106,284 | $214,378-50.4% | $200,582-47.0% | $142,382-25.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 19.55% | 46.41%-26.9pp | 42.33%-22.8pp | 217.08%-197.5pp |
| Employer contribution / active EE | $4,046 | $6,841-40.9% | $6,419-37.0% | $4,299-5.9% |
| Participant deferral / active EE | $11,860 | $9,865+20.2% | $9,331+27.1% | $6,507+82.3% |
| Admin fee / account holder | $20 | $17,692-99.9% | $16,305-99.9% | $12,624-99.8% |