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 7-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 | $107,752 | $106,584+1.1% | $101,326+6.3% | $142,382-24.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 20.55% | 36.93%-16.4pp | 36.82%-16.3pp | 217.08%-196.5pp |
| Employer contribution / active EE | $11,635 | $3,956+194.1% | $3,665+217.4% | $4,299+170.6% |
| Participant deferral / active EE | $27,183 | $8,297+227.6% | $7,994+240.0% | $6,507+317.7% |
| Admin fee / account holder | $138 | $11,446-98.8% | $11,185-98.8% | $12,624-98.9% |