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 | $122,719 | $104,974+16.9% | $95,585+28.4% | $142,382-13.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 17.82% | 210.33%-192.5pp | 38.56%-20.7pp | 217.08%-199.3pp |
| Employer contribution / active EE | $3,678 | $2,779+32.4% | $2,527+45.6% | $4,299-14.5% |
| Participant deferral / active EE | $9,844 | $4,352+126.2% | $4,023+144.7% | $6,507+51.3% |
| Admin fee / account holder | $127 | $6,386-98.0% | $6,127-97.9% | $12,624-99.0% |