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 6-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 | $120,029 | $185,822-35.4% | $169,993-29.4% | $139,434-13.9% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 21.33% | 60.50%-39.2pp | 53.37%-32.0pp | 372.94%-351.6pp |
| Employer contribution / active EE | $7,284 | $7,590-4.0% | $6,785+7.4% | $4,751+53.3% |
| Participant deferral / active EE | $13,879 | $11,622+19.4% | $10,408+33.4% | $6,710+106.8% |
| Admin fee / account holder | $78 | $15,381-99.5% | $12,815-99.4% | $11,403-99.3% |