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 | $102,892 | $148,534-30.7% | $135,903-24.3% | $139,434-26.2% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 29.18% | 79.19%-50.0pp | 68.23%-39.1pp | 372.94%-343.8pp |
| Employer contribution / active EE | $1,203 | $5,243-77.1% | $4,856-75.2% | $4,751-74.7% |
| Participant deferral / active EE | $6,912 | $8,100-14.7% | $7,758-10.9% | $6,710+3.0% |
| Admin fee / account holder | $33 | $12,400-99.7% | $10,762-99.7% | $11,403-99.7% |