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 | $110,714 | $127,065-12.9% | $113,168-2.2% | $142,382-22.2% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 15.72% | 24.03%-8.3pp | 24.27%-8.5pp | 217.08%-201.4pp |
| Employer contribution / active EE | $2,141 | $3,442-37.8% | $2,975-28.0% | $4,299-50.2% |
| Participant deferral / active EE | $9,082 | $5,716+58.9% | $5,107+77.8% | $6,507+39.6% |
| Admin fee / account holder | $128 | $15,736-99.2% | $12,068-98.9% | $12,624-99.0% |