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 8-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 | $119,804 | $177,572-32.5% | $154,803-22.6% | $142,382-15.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 17.51% | 65.07%-47.6pp | 58.88%-41.4pp | 217.08%-199.6pp |
| Employer contribution / active EE | $1,302 | $4,810-72.9% | $4,305-69.8% | $4,299-69.7% |
| Participant deferral / active EE | $7,258 | $6,272+15.7% | $5,540+31.0% | $6,507+11.5% |
| Admin fee / account holder | $3 | $16,786-100.0% | $14,329-100.0% | $12,624-100.0% |