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 | $151,512 | $159,602-5.1% | $150,045+1.0% | $142,382+6.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 15.18% | 70.24%-55.1pp | 62.55%-47.4pp | 217.08%-201.9pp |
| Employer contribution / active EE | $13,426 | $4,961+170.6% | $4,693+186.1% | $4,299+212.3% |
| Participant deferral / active EE | $9,258 | $8,310+11.4% | $7,997+15.8% | $6,507+42.3% |
| Admin fee / account holder | $101 | $14,846-99.3% | $13,435-99.2% | $12,624-99.2% |