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 | $100,903 | $114,381-11.8% | $107,525-6.2% | $142,382-29.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 16.12% | 242.71%-226.6pp | 181.32%-165.2pp | 217.08%-201.0pp |
| Employer contribution / active EE | $5,343 | $4,015+33.1% | $3,754+42.3% | $4,299+24.3% |
| Participant deferral / active EE | $7,148 | $5,564+28.5% | $5,116+39.7% | $6,507+9.8% |
| Admin fee / account holder | $41 | $9,860-99.6% | $8,919-99.5% | $12,624-99.7% |