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 3-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 | $124,123 | $114,381+8.5% | $107,525+15.4% | $142,382-12.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 24.87% | 242.71%-217.8pp | 181.32%-156.4pp | 217.08%-192.2pp |
| Employer contribution / active EE | $24,645 | $4,015+513.9% | $3,754+556.6% | $4,299+473.2% |
| Participant deferral / active EE | $12,768 | $5,564+129.5% | $5,116+149.6% | $6,507+96.2% |
| Admin fee / account holder | $16 | $9,860-99.8% | $8,919-99.8% | $12,624-99.9% |