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 7-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 | $141,957 | $163,101-13.0% | $136,749+3.8% | $142,382-0.3% |
| Participation rate | 100.0% | 78.2%+21.8pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 13.14% | 27.54%-14.4pp | 24.33%-11.2pp | 217.08%-203.9pp |
| Employer contribution / active EE | $1,911 | $4,117-53.6% | $3,400-43.8% | $4,299-55.5% |
| Participant deferral / active EE | $13,630 | $5,585+144.1% | $4,692+190.5% | $6,507+109.5% |
| Admin fee / account holder | $64 | $14,318-99.6% | $11,386-99.4% | $12,624-99.5% |