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 | $133,270 | $159,602-16.5% | $150,045-11.2% | $142,382-6.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 20.24% | 70.24%-50.0pp | 62.55%-42.3pp | 217.08%-196.8pp |
| Employer contribution / active EE | $3,272 | $4,961-34.0% | $4,693-30.3% | $4,299-23.9% |
| Participant deferral / active EE | $10,048 | $8,310+20.9% | $7,997+25.6% | $6,507+54.4% |
| Admin fee / account holder | $171 | $14,846-98.8% | $13,435-98.7% | $12,624-98.6% |