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 9-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 | $150,622 | $165,984-9.3% | $164,813-8.6% | $145,922+3.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 17.94% | 100.03%-82.1pp | 69.93%-52.0pp | 561.29%-543.3pp |
| Employer contribution / active EE | $3,691 | $5,273-30.0% | $4,341-15.0% | $4,660-20.8% |
| Participant deferral / active EE | $22,450 | $6,959+222.6% | $6,031+272.2% | $6,688+235.7% |
| Admin fee / account holder | $233 | $16,648-98.6% | $12,690-98.2% | $13,397-98.3% |