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 8-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 | $137,848 | $214,378-35.7% | $200,582-31.3% | $142,382-3.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 27.40% | 46.41%-19.0pp | 42.33%-14.9pp | 217.08%-189.7pp |
| Employer contribution / active EE | $5,109 | $6,841-25.3% | $6,419-20.4% | $4,299+18.8% |
| Participant deferral / active EE | $12,983 | $9,865+31.6% | $9,331+39.1% | $6,507+99.5% |
| Admin fee / account holder | $54 | $17,692-99.7% | $16,305-99.7% | $12,624-99.6% |