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 3-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 | $116,718 | $159,602-26.9% | $150,045-22.2% | $142,382-18.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 20.04% | 70.24%-50.2pp | 62.55%-42.5pp | 217.08%-197.0pp |
| Employer contribution / active EE | $15,092 | $4,961+204.2% | $4,693+221.6% | $4,299+251.0% |
| Participant deferral / active EE | $37,695 | $8,310+353.6% | $7,997+371.4% | $6,507+479.3% |
| Admin fee / account holder | $264 | $14,846-98.2% | $13,435-98.0% | $12,624-97.9% |