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 | $108,110 | $159,602-32.3% | $150,045-27.9% | $142,382-24.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 23.60% | 70.24%-46.6pp | 62.55%-39.0pp | 217.08%-193.5pp |
| Employer contribution / active EE | $3,163 | $4,961-36.2% | $4,693-32.6% | $4,299-26.4% |
| Participant deferral / active EE | $17,859 | $8,310+114.9% | $7,997+123.3% | $6,507+174.4% |
| Admin fee / account holder | $215 | $14,846-98.5% | $13,435-98.4% | $12,624-98.3% |