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 | $99,025 | $159,602-38.0% | $150,045-34.0% | $142,382-30.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 21.74% | 70.24%-48.5pp | 62.55%-40.8pp | 217.08%-195.3pp |
| Employer contribution / active EE | $7,224 | $4,961+45.6% | $4,693+53.9% | $4,299+68.0% |
| Participant deferral / active EE | $31,790 | $8,310+282.5% | $7,997+297.5% | $6,507+388.5% |
| Admin fee / account holder | $209 | $14,846-98.6% | $13,435-98.4% | $12,624-98.3% |