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 | $123,310 | $177,572-30.6% | $154,803-20.3% | $142,382-13.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 18.44% | 65.07%-46.6pp | 58.88%-40.4pp | 217.08%-198.6pp |
| Employer contribution / active EE | $3,234 | $4,810-32.8% | $4,305-24.9% | $4,299-24.8% |
| Participant deferral / active EE | $10,088 | $6,272+60.8% | $5,540+82.1% | $6,507+55.0% |
| Admin fee / account holder | $23 | $16,786-99.9% | $14,329-99.8% | $12,624-99.8% |