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 7-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 | $118,945 | $108,919+9.2% | $100,391+18.5% | $145,922-18.5% |
| Participation rate | 100.0% | 82.9%+17.1pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 20.18% | 57.88%-37.7pp | 49.20%-29.0pp | 561.29%-541.1pp |
| Employer contribution / active EE | $8,989 | $4,419+103.4% | $3,942+128.0% | $4,660+92.9% |
| Participant deferral / active EE | $21,267 | $8,445+151.8% | $8,082+163.2% | $6,688+218.0% |
| Admin fee / account holder | $175 | $9,689-98.2% | $7,899-97.8% | $13,397-98.7% |