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 5-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 | $155,081 | $159,602-2.8% | $150,045+3.4% | $142,382+8.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 23.24% | 70.24%-47.0pp | 62.55%-39.3pp | 217.08%-193.8pp |
| Employer contribution / active EE | $7,275 | $4,961+46.7% | $4,693+55.0% | $4,299+69.2% |
| Participant deferral / active EE | $19,730 | $8,310+137.4% | $7,997+146.7% | $6,507+203.2% |
| Admin fee / account holder | $158 | $14,846-98.9% | $13,435-98.8% | $12,624-98.8% |