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 3-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 | $101,199 | $100,773+0.4% | $88,946+13.8% | $142,382-28.9% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 23.90% | 70.18%-46.3pp | 57.82%-33.9pp | 217.08%-193.2pp |
| Employer contribution / active EE | $10,806 | $2,918+270.4% | $2,555+322.9% | $4,299+151.4% |
| Participant deferral / active EE | $22,020 | $5,230+321.0% | $4,581+380.6% | $6,507+238.4% |
| Admin fee / account holder | $160 | $9,693-98.3% | $8,261-98.1% | $12,624-98.7% |