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 9-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 | $101,479 | $177,572-42.9% | $154,803-34.4% | $142,382-28.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 11.54% | 65.07%-53.5pp | 58.88%-47.3pp | 217.08%-205.5pp |
| Employer contribution / active EE | $5,430 | $4,810+12.9% | $4,305+26.1% | $4,299+26.3% |
| Participant deferral / active EE | $4,571 | $6,272-27.1% | $5,540-17.5% | $6,507-29.8% |
| Admin fee / account holder | $259 | $16,786-98.5% | $14,329-98.2% | $12,624-97.9% |