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 | $132,273 | $214,378-38.3% | $200,582-34.1% | $142,382-7.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 21.07% | 46.41%-25.3pp | 42.33%-21.3pp | 217.08%-196.0pp |
| Employer contribution / active EE | $1,745 | $6,841-74.5% | $6,419-72.8% | $4,299-59.4% |
| Participant deferral / active EE | $12,779 | $9,865+29.5% | $9,331+36.9% | $6,507+96.4% |
| Admin fee / account holder | $85 | $17,692-99.5% | $16,305-99.5% | $12,624-99.3% |