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 | $126,976 | $177,572-28.5% | $154,803-18.0% | $142,382-10.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 21.42% | 65.07%-43.6pp | 58.88%-37.5pp | 217.08%-195.7pp |
| Employer contribution / active EE | $17,939 | $4,810+272.9% | $4,305+316.7% | $4,299+317.3% |
| Participant deferral / active EE | $10,388 | $6,272+65.6% | $5,540+87.5% | $6,507+59.6% |
| Admin fee / account holder | $111 | $16,786-99.3% | $14,329-99.2% | $12,624-99.1% |