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 4-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 | $158,666 | $177,572-10.6% | $154,803+2.5% | $142,382+11.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 22.92% | 65.07%-42.2pp | 58.88%-36.0pp | 217.08%-194.2pp |
| Employer contribution / active EE | $4,768 | $4,810-0.9% | $4,305+10.7% | $4,299+10.9% |
| Participant deferral / active EE | $16,069 | $6,272+156.2% | $5,540+190.0% | $6,507+146.9% |
| Admin fee / account holder | $164 | $16,786-99.0% | $14,329-98.9% | $12,624-98.7% |