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 | $124,179 | $124,281-0.1% | $109,143+13.8% | $167,490-25.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 17.01% | 26.04%-9.0pp | 25.75%-8.7pp | 478.56%-461.5pp |
| Employer contribution / active EE | $3,560 | $4,207-15.4% | $3,722-4.4% | $4,837-26.4% |
| Participant deferral / active EE | $13,350 | $5,255+154.0% | $4,653+186.9% | $6,341+110.5% |
| Admin fee / account holder | $60 | $7,970-99.2% | $6,752-99.1% | $12,309-99.5% |