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 | $115,217 | $159,901-27.9% | $146,958-21.6% | $145,922-21.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 17.61% | 98.13%-80.5pp | 418.34%-400.7pp | 561.29%-543.7pp |
| Employer contribution / active EE | $9,568 | $5,286+81.0% | $4,933+94.0% | $4,660+105.3% |
| Participant deferral / active EE | $24,303 | $8,428+188.4% | $8,070+201.2% | $6,688+263.4% |
| Admin fee / account holder | $78 | $15,044-99.5% | $12,998-99.4% | $13,397-99.4% |