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 | $110,394 | $100,773+9.5% | $88,946+24.1% | $142,382-22.5% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 16.19% | 70.18%-54.0pp | 57.82%-41.6pp | 217.08%-200.9pp |
| Employer contribution / active EE | $3,717 | $2,918+27.4% | $2,555+45.5% | $4,299-13.5% |
| Participant deferral / active EE | $16,297 | $5,230+211.6% | $4,581+255.7% | $6,507+150.4% |
| Admin fee / account holder | $128 | $9,693-98.7% | $8,261-98.5% | $12,624-99.0% |