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 | $92,168 | $117,983-21.9% | $101,794-9.5% | $142,382-35.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 20.13% | 36.92%-16.8pp | 30.53%-10.4pp | 217.08%-196.9pp |
| Employer contribution / active EE | $1,887 | $2,773-32.0% | $2,289-17.6% | $4,299-56.1% |
| Participant deferral / active EE | $11,625 | $4,714+146.6% | $4,084+184.6% | $6,507+78.6% |
| Admin fee / account holder | $141 | $10,433-98.6% | $8,777-98.4% | $12,624-98.9% |