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 | $134,299 | $201,272-33.3% | $184,203-27.1% | $145,922-8.0% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 15.06% | 29.00%-13.9pp | 28.81%-13.8pp | 561.29%-546.2pp |
| Employer contribution / active EE | $20,851 | $7,022+197.0% | $6,427+224.4% | $4,660+347.5% |
| Participant deferral / active EE | $11,365 | $9,806+15.9% | $9,131+24.5% | $6,688+69.9% |
| Admin fee / account holder | $149 | $16,364-99.1% | $13,901-98.9% | $13,397-98.9% |