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 7-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 | $143,951 | $179,726-19.9% | $156,263-7.9% | $142,382+1.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 19.88% | 77.86%-58.0pp | 59.47%-39.6pp | 217.08%-197.2pp |
| Employer contribution / active EE | $3,807 | $5,069-24.9% | $4,333-12.1% | $4,299-11.4% |
| Participant deferral / active EE | $14,050 | $6,956+102.0% | $6,158+128.1% | $6,507+115.9% |
| Admin fee / account holder | $52 | $17,272-99.7% | $14,255-99.6% | $12,624-99.6% |