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 | $146,851 | $177,572-17.3% | $154,803-5.1% | $142,382+3.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 23.65% | 65.07%-41.4pp | 58.88%-35.2pp | 217.08%-193.4pp |
| Employer contribution / active EE | $48,291 | $4,810+903.9% | $4,305+1021.6% | $4,299+1023.3% |
| Participant deferral / active EE | $31,180 | $6,272+397.2% | $5,540+462.8% | $6,507+379.2% |
| Admin fee / account holder | $12 | $16,786-99.9% | $14,329-99.9% | $12,624-99.9% |