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 9-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 | $107,467 | $117,983-8.9% | $101,794+5.6% | $142,382-24.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 18.46% | 36.92%-18.5pp | 30.53%-12.1pp | 217.08%-198.6pp |
| Employer contribution / active EE | $5,563 | $2,773+100.6% | $2,289+143.0% | $4,299+29.4% |
| Participant deferral / active EE | $11,970 | $4,714+153.9% | $4,084+193.1% | $6,507+83.9% |
| Admin fee / account holder | $130 | $10,433-98.8% | $8,777-98.5% | $12,624-99.0% |