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 | $145,432 | $197,591-26.4% | $177,821-18.2% | $158,922-8.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 23.45% | 58.76%-35.3pp | 48.32%-24.9pp | 302.83%-279.4pp |
| Employer contribution / active EE | $7,346 | $6,697+9.7% | $5,918+24.1% | $4,761+54.3% |
| Participant deferral / active EE | $17,482 | $8,405+108.0% | $7,714+126.6% | $5,982+192.2% |
| Admin fee / account holder | $288 | $15,399-98.1% | $12,427-97.7% | $11,246-97.4% |