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 | $105,145 | $177,572-40.8% | $154,803-32.1% | $142,382-26.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 17.95% | 65.07%-47.1pp | 58.88%-40.9pp | 217.08%-199.1pp |
| Employer contribution / active EE | $7,868 | $4,810+63.6% | $4,305+82.7% | $4,299+83.0% |
| Participant deferral / active EE | $9,416 | $6,272+50.1% | $5,540+70.0% | $6,507+44.7% |
| Admin fee / account holder | $259 | $16,786-98.5% | $14,329-98.2% | $12,624-97.9% |