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 | $166,948 | $214,378-22.1% | $200,582-16.8% | $142,382+17.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 21.85% | 46.41%-24.6pp | 42.33%-20.5pp | 217.08%-195.2pp |
| Employer contribution / active EE | $1,881 | $6,841-72.5% | $6,419-70.7% | $4,299-56.3% |
| Participant deferral / active EE | $12,418 | $9,865+25.9% | $9,331+33.1% | $6,507+90.8% |
| Admin fee / account holder | $177 | $17,692-99.0% | $16,305-98.9% | $12,624-98.6% |