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 7-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 | $185,431 | $214,378-13.5% | $200,582-7.6% | $142,382+30.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 19.86% | 46.41%-26.5pp | 42.33%-22.5pp | 217.08%-197.2pp |
| Employer contribution / active EE | $3,325 | $6,841-51.4% | $6,419-48.2% | $4,299-22.7% |
| Participant deferral / active EE | $14,988 | $9,865+51.9% | $9,331+60.6% | $6,507+130.3% |
| Admin fee / account holder | $61 | $17,692-99.7% | $16,305-99.6% | $12,624-99.5% |