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 | $132,464 | $114,381+15.8% | $107,525+23.2% | $142,382-7.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 29.43% | 242.71%-213.3pp | 181.32%-151.9pp | 217.08%-187.6pp |
| Employer contribution / active EE | $1,358 | $4,015-66.2% | $3,754-63.8% | $4,299-68.4% |
| Participant deferral / active EE | $8,703 | $5,564+56.4% | $5,116+70.1% | $6,507+33.7% |
| Admin fee / account holder | $127 | $9,860-98.7% | $8,919-98.6% | $12,624-99.0% |