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 | $104,314 | $106,584-2.1% | $101,326+2.9% | $142,382-26.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 16.19% | 36.93%-20.7pp | 36.82%-20.6pp | 217.08%-200.9pp |
| Employer contribution / active EE | $1,159 | $3,956-70.7% | $3,665-68.4% | $4,299-73.0% |
| Participant deferral / active EE | $5,875 | $8,297-29.2% | $7,994-26.5% | $6,507-9.7% |
| Admin fee / account holder | $18 | $11,446-99.8% | $11,185-99.8% | $12,624-99.9% |