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 | $134,159 | $159,602-15.9% | $150,045-10.6% | $142,382-5.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 23.81% | 70.24%-46.4pp | 62.55%-38.7pp | 217.08%-193.3pp |
| Employer contribution / active EE | $4,558 | $4,961-8.1% | $4,693-2.9% | $4,299+6.0% |
| Participant deferral / active EE | $36,671 | $8,310+341.3% | $7,997+358.6% | $6,507+463.5% |
| Admin fee / account holder | $257 | $14,846-98.3% | $13,435-98.1% | $12,624-98.0% |