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 | $110,279 | $175,202-37.1% | $149,673-26.3% | $139,434-20.9% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 12.69% | 166.71%-154.0pp | 134.42%-121.7pp | 372.94%-360.3pp |
| Employer contribution / active EE | $1,160 | $5,474-78.8% | $4,818-75.9% | $4,751-75.6% |
| Participant deferral / active EE | $7,384 | $6,519+13.3% | $5,680+30.0% | $6,710+10.0% |
| Admin fee / account holder | $178 | $16,150-98.9% | $13,210-98.7% | $11,403-98.4% |