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 | $173,559 | $179,726-3.4% | $156,263+11.1% | $142,382+21.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 18.30% | 77.86%-59.6pp | 59.47%-41.2pp | 217.08%-198.8pp |
| Employer contribution / active EE | $2,918 | $5,069-42.4% | $4,333-32.7% | $4,299-32.1% |
| Participant deferral / active EE | $2,918 | $6,956-58.1% | $6,158-52.6% | $6,507-55.2% |
| Admin fee / account holder | $37 | $17,272-99.8% | $14,255-99.7% | $12,624-99.7% |