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 6-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 | $139,260 | $179,726-22.5% | $156,263-10.9% | $142,382-2.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 21.79% | 77.86%-56.1pp | 59.47%-37.7pp | 217.08%-195.3pp |
| Employer contribution / active EE | $6,301 | $5,069+24.3% | $4,333+45.4% | $4,299+46.6% |
| Participant deferral / active EE | $13,656 | $6,956+96.3% | $6,158+121.7% | $6,507+109.9% |
| Admin fee / account holder | $144 | $17,272-99.2% | $14,255-99.0% | $12,624-98.9% |