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 9-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 | $125,623 | $168,632-25.5% | $147,614-14.9% | $125,391+0.2% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | 1.76% | 77.65%-75.9pp | 61.98%-60.2pp | 282.22%-280.5pp |
| Employer contribution / active EE | $4,037 | $6,252-35.4% | $5,564-27.5% | $4,866-17.0% |
| Participant deferral / active EE | $8,547 | $5,507+55.2% | $4,895+74.6% | $5,352+59.7% |
| Admin fee / account holder | $22 | $13,580-99.8% | $11,611-99.8% | $9,540-99.8% |