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 4-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 | $115,278 | $159,602-27.8% | $150,045-23.2% | $142,382-19.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 40.30% | 70.24%-29.9pp | 62.55%-22.3pp | 217.08%-176.8pp |
| Employer contribution / active EE | $8,385 | $4,961+69.0% | $4,693+78.7% | $4,299+95.0% |
| Participant deferral / active EE | $15,738 | $8,310+89.4% | $7,997+96.8% | $6,507+141.9% |
| Admin fee / account holder | $107 | $14,846-99.3% | $13,435-99.2% | $12,624-99.2% |