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 7-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 | $80,087 | $177,572-54.9% | $154,803-48.3% | $142,382-43.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 17.75% | 65.07%-47.3pp | 58.88%-41.1pp | 217.08%-199.3pp |
| Employer contribution / active EE | $4,977 | $4,810+3.5% | $4,305+15.6% | $4,299+15.8% |
| Participant deferral / active EE | $9,800 | $6,272+56.3% | $5,540+76.9% | $6,507+50.6% |
| Admin fee / account holder | $16 | $16,786-99.9% | $14,329-99.9% | $12,624-99.9% |