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 4-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 | $98,361 | $177,572-44.6% | $154,803-36.5% | $142,382-30.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 20.57% | 65.07%-44.5pp | 58.88%-38.3pp | 217.08%-196.5pp |
| Employer contribution / active EE | $3,746 | $4,810-22.1% | $4,305-13.0% | $4,299-12.9% |
| Participant deferral / active EE | $11,008 | $6,272+75.5% | $5,540+98.7% | $6,507+69.2% |
| Admin fee / account holder | $106 | $16,786-99.4% | $14,329-99.3% | $12,624-99.2% |