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 4-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 | $162,354 | $179,726-9.7% | $156,263+3.9% | $142,382+14.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 21.35% | 77.86%-56.5pp | 59.47%-38.1pp | 217.08%-195.7pp |
| Employer contribution / active EE | $5,715 | $5,069+12.7% | $4,333+31.9% | $4,299+32.9% |
| Participant deferral / active EE | $31,215 | $6,956+348.7% | $6,158+406.9% | $6,507+379.7% |
| Admin fee / account holder | $104 | $17,272-99.4% | $14,255-99.3% | $12,624-99.2% |