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 7-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 | $108,308 | $117,983-8.2% | $101,794+6.4% | $142,382-23.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 22.44% | 36.92%-14.5pp | 30.53%-8.1pp | 217.08%-194.6pp |
| Employer contribution / active EE | $4,401 | $2,773+58.7% | $2,289+92.3% | $4,299+2.4% |
| Participant deferral / active EE | $15,896 | $4,714+237.2% | $4,084+289.2% | $6,507+144.3% |
| Admin fee / account holder | $122 | $10,433-98.8% | $8,777-98.6% | $12,624-99.0% |