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 6-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 | $109,498 | $159,602-31.4% | $150,045-27.0% | $142,382-23.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 26.87% | 70.24%-43.4pp | 62.55%-35.7pp | 217.08%-190.2pp |
| Employer contribution / active EE | $10,000 | $4,961+101.6% | $4,693+113.1% | $4,299+132.6% |
| Participant deferral / active EE | $13,000 | $8,310+56.4% | $7,997+62.6% | $6,507+99.8% |
| Admin fee / account holder | $107 | $14,846-99.3% | $13,435-99.2% | $12,624-99.2% |