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 4-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 | $155,704 | $177,572-12.3% | $154,803+0.6% | $142,382+9.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 13.23% | 65.07%-51.8pp | 58.88%-45.7pp | 217.08%-203.8pp |
| Employer contribution / active EE | $5,238 | $4,810+8.9% | $4,305+21.7% | $4,299+21.8% |
| Participant deferral / active EE | $8,961 | $6,272+42.9% | $5,540+61.7% | $6,507+37.7% |
| Admin fee / account holder | $188 | $16,786-98.9% | $14,329-98.7% | $12,624-98.5% |