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 | $109,040 | $159,602-31.7% | $150,045-27.3% | $142,382-23.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 65.60% | 70.24%-4.6pp | 62.55%+3.1pp | 217.08%-151.5pp |
| Employer contribution / active EE | $2,909 | $4,961-41.4% | $4,693-38.0% | $4,299-32.3% |
| Participant deferral / active EE | $4,705 | $8,310-43.4% | $7,997-41.2% | $6,507-27.7% |
| Admin fee / account holder | $105 | $14,846-99.3% | $13,435-99.2% | $12,624-99.2% |