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 | $133,841 | $159,602-16.1% | $150,045-10.8% | $142,382-6.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 19.64% | 70.24%-50.6pp | 62.55%-42.9pp | 217.08%-197.4pp |
| Employer contribution / active EE | $6,059 | $4,961+22.1% | $4,693+29.1% | $4,299+40.9% |
| Participant deferral / active EE | $17,740 | $8,310+113.5% | $7,997+121.8% | $6,507+172.6% |
| Admin fee / account holder | $136 | $14,846-99.1% | $13,435-99.0% | $12,624-98.9% |