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 | $142,604 | $214,378-33.5% | $200,582-28.9% | $142,382+0.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 22.10% | 46.41%-24.3pp | 42.33%-20.2pp | 217.08%-195.0pp |
| Employer contribution / active EE | $5,593 | $6,841-18.2% | $6,419-12.9% | $4,299+30.1% |
| Participant deferral / active EE | $11,339 | $9,865+14.9% | $9,331+21.5% | $6,507+74.3% |
| Admin fee / account holder | $0 | $17,692-100.0% | $16,305-100.0% | $12,624-100.0% |