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 | $137,723 | $183,519-25.0% | $155,509-11.4% | $145,922-5.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 12.66% | 61.17%-48.5pp | 64.67%-52.0pp | 561.29%-548.6pp |
| Employer contribution / active EE | $1,805 | $5,313-66.0% | $4,672-61.4% | $4,660-61.3% |
| Participant deferral / active EE | $8,304 | $6,462+28.5% | $5,626+47.6% | $6,688+24.2% |
| Admin fee / account holder | $81 | $19,313-99.6% | $15,912-99.5% | $13,397-99.4% |