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 3-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 | $131,476 | $110,261+19.2% | $95,745+37.3% | $139,434-5.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 0.00% | 27.11%-27.1pp | 28.35%-28.4pp | 372.94%-372.9pp |
| Employer contribution / active EE | $3,491 | $3,257+7.2% | $2,835+23.1% | $4,751-26.5% |
| Participant deferral / active EE | $8,931 | $4,676+91.0% | $4,245+110.4% | $6,710+33.1% |
| Admin fee / account holder | $80 | $6,613-98.8% | $5,678-98.6% | $11,403-99.3% |