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 | $98,753 | $177,572-44.4% | $154,803-36.2% | $142,382-30.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 18.75% | 65.07%-46.3pp | 58.88%-40.1pp | 217.08%-198.3pp |
| Employer contribution / active EE | $3,837 | $4,810-20.2% | $4,305-10.9% | $4,299-10.8% |
| Participant deferral / active EE | $11,249 | $6,272+79.4% | $5,540+103.0% | $6,507+72.9% |
| Admin fee / account holder | $165 | $16,786-99.0% | $14,329-98.8% | $12,624-98.7% |