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 | $118,612 | $177,572-33.2% | $154,803-23.4% | $142,382-16.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 16.60% | 65.07%-48.5pp | 58.88%-42.3pp | 217.08%-200.5pp |
| Employer contribution / active EE | $3,822 | $4,810-20.6% | $4,305-11.2% | $4,299-11.1% |
| Participant deferral / active EE | $8,252 | $6,272+31.6% | $5,540+48.9% | $6,507+26.8% |
| Admin fee / account holder | $186 | $16,786-98.9% | $14,329-98.7% | $12,624-98.5% |