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 | $101,271 | $177,572-43.0% | $154,803-34.6% | $142,382-28.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 20.94% | 65.07%-44.1pp | 58.88%-37.9pp | 217.08%-196.1pp |
| Employer contribution / active EE | $9,242 | $4,810+92.1% | $4,305+114.7% | $4,299+115.0% |
| Participant deferral / active EE | $7,659 | $6,272+22.1% | $5,540+38.2% | $6,507+17.7% |
| Admin fee / account holder | $119 | $16,786-99.3% | $14,329-99.2% | $12,624-99.1% |