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 | $106,645 | $117,983-9.6% | $101,794+4.8% | $142,382-25.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 20.38% | 36.92%-16.5pp | 30.53%-10.1pp | 217.08%-196.7pp |
| Employer contribution / active EE | $5,880 | $2,773+112.0% | $2,289+156.9% | $4,299+36.8% |
| Participant deferral / active EE | $23,079 | $4,714+389.6% | $4,084+465.1% | $6,507+254.7% |
| Admin fee / account holder | $204 | $10,433-98.0% | $8,777-97.7% | $12,624-98.4% |