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 3-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 | $131,357 | $185,822-29.3% | $169,993-22.7% | $139,434-5.8% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 23.98% | 60.50%-36.5pp | 53.37%-29.4pp | 372.94%-349.0pp |
| Employer contribution / active EE | $19,800 | $7,590+160.9% | $6,785+191.8% | $4,751+316.8% |
| Participant deferral / active EE | $30,000 | $11,622+158.1% | $10,408+188.3% | $6,710+347.1% |
| Admin fee / account holder | $46 | $15,381-99.7% | $12,815-99.6% | $11,403-99.6% |