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 8-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 | $101,207 | $159,602-36.6% | $150,045-32.5% | $142,382-28.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 19.37% | 70.24%-50.9pp | 62.55%-43.2pp | 217.08%-197.7pp |
| Employer contribution / active EE | $10,668 | $4,961+115.0% | $4,693+127.3% | $4,299+148.1% |
| Participant deferral / active EE | $10,625 | $8,310+27.8% | $7,997+32.9% | $6,507+63.3% |
| Admin fee / account holder | $116 | $14,846-99.2% | $13,435-99.1% | $12,624-99.1% |