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 | $143,826 | $179,726-20.0% | $156,263-8.0% | $142,382+1.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 20.06% | 77.86%-57.8pp | 59.47%-39.4pp | 217.08%-197.0pp |
| Employer contribution / active EE | $5,500 | $5,069+8.5% | $4,333+26.9% | $4,299+27.9% |
| Participant deferral / active EE | $14,520 | $6,956+108.7% | $6,158+135.8% | $6,507+123.1% |
| Admin fee / account holder | $21 | $17,272-99.9% | $14,255-99.9% | $12,624-99.8% |