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 9-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 | $140,369 | $179,726-21.9% | $156,263-10.2% | $142,382-1.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 17.10% | 77.86%-60.8pp | 59.47%-42.4pp | 217.08%-200.0pp |
| Employer contribution / active EE | $2,267 | $5,069-55.3% | $4,333-47.7% | $4,299-47.3% |
| Participant deferral / active EE | $5,867 | $6,956-15.7% | $6,158-4.7% | $6,507-9.8% |
| Admin fee / account holder | $130 | $17,272-99.2% | $14,255-99.1% | $12,624-99.0% |