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 6-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 | $116,178 | $106,584+9.0% | $101,326+14.7% | $142,382-18.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 19.41% | 36.93%-17.5pp | 36.82%-17.4pp | 217.08%-197.7pp |
| Employer contribution / active EE | $9,394 | $3,956+137.5% | $3,665+156.3% | $4,299+118.5% |
| Participant deferral / active EE | $23,500 | $8,297+183.2% | $7,994+194.0% | $6,507+261.1% |
| Admin fee / account holder | $253 | $11,446-97.8% | $11,185-97.7% | $12,624-98.0% |