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 | $96,650 | $106,584-9.3% | $101,326-4.6% | $142,382-32.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 18.56% | 36.93%-18.4pp | 36.82%-18.3pp | 217.08%-198.5pp |
| Employer contribution / active EE | $4,040 | $3,956+2.1% | $3,665+10.2% | $4,299-6.0% |
| Participant deferral / active EE | $8,770 | $8,297+5.7% | $7,994+9.7% | $6,507+34.8% |
| Admin fee / account holder | $139 | $11,446-98.8% | $11,185-98.8% | $12,624-98.9% |