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 9-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 | $153,870 | $157,256-2.2% | $141,162+9.0% | $152,861+0.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 31.63% | 64.32%-32.7pp | 71.39%-39.8pp | 345.32%-313.7pp |
| Employer contribution / active EE | $3,968 | $5,261-24.6% | $4,735-16.2% | $4,762-16.7% |
| Participant deferral / active EE | $13,335 | $7,109+87.6% | $6,709+98.8% | $5,850+127.9% |
| Admin fee / account holder | $20 | $12,120-99.8% | $10,261-99.8% | $11,596-99.8% |