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 | $137,219 | $177,572-22.7% | $154,803-11.4% | $142,382-3.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 15.62% | 65.07%-49.4pp | 58.88%-43.3pp | 217.08%-201.5pp |
| Employer contribution / active EE | $2,325 | $4,810-51.7% | $4,305-46.0% | $4,299-45.9% |
| Participant deferral / active EE | $9,665 | $6,272+54.1% | $5,540+74.4% | $6,507+48.5% |
| Admin fee / account holder | $124 | $16,786-99.3% | $14,329-99.1% | $12,624-99.0% |