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 9-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 | $126,379 | $177,572-28.8% | $154,803-18.4% | $142,382-11.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 21.23% | 65.07%-43.8pp | 58.88%-37.6pp | 217.08%-195.8pp |
| Employer contribution / active EE | $2,251 | $4,810-53.2% | $4,305-47.7% | $4,299-47.6% |
| Participant deferral / active EE | $14,975 | $6,272+138.8% | $5,540+170.3% | $6,507+130.1% |
| Admin fee / account holder | $215 | $16,786-98.7% | $14,329-98.5% | $12,624-98.3% |