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 6-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 | $139,224 | $163,101-14.6% | $136,749+1.8% | $142,382-2.2% |
| Participation rate | 100.0% | 78.2%+21.8pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 18.58% | 27.54%-9.0pp | 24.33%-5.7pp | 217.08%-198.5pp |
| Employer contribution / active EE | $1,347 | $4,117-67.3% | $3,400-60.4% | $4,299-68.7% |
| Participant deferral / active EE | $8,179 | $5,585+46.5% | $4,692+74.3% | $6,507+25.7% |
| Admin fee / account holder | $144 | $14,318-99.0% | $11,386-98.7% | $12,624-98.9% |