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 | $164,716 | $201,272-18.2% | $184,203-10.6% | $145,922+12.9% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 21.95% | 29.00%-7.1pp | 28.81%-6.9pp | 561.29%-539.3pp |
| Employer contribution / active EE | $7,871 | $7,022+12.1% | $6,427+22.5% | $4,660+68.9% |
| Participant deferral / active EE | $13,068 | $9,806+33.3% | $9,131+43.1% | $6,688+95.4% |
| Admin fee / account holder | $117 | $16,364-99.3% | $13,901-99.2% | $13,397-99.1% |