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 6-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 | $116,022 | $159,602-27.3% | $150,045-22.7% | $142,382-18.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 19.84% | 70.24%-50.4pp | 62.55%-42.7pp | 217.08%-197.2pp |
| Employer contribution / active EE | $8,796 | $4,961+77.3% | $4,693+87.4% | $4,299+104.6% |
| Participant deferral / active EE | $13,702 | $8,310+64.9% | $7,997+71.3% | $6,507+110.6% |
| Admin fee / account holder | $132 | $14,846-99.1% | $13,435-99.0% | $12,624-99.0% |