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 | $112,635 | $106,584+5.7% | $101,326+11.2% | $142,382-20.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 16.49% | 36.93%-20.4pp | 36.82%-20.3pp | 217.08%-200.6pp |
| Employer contribution / active EE | $2,323 | $3,956-41.3% | $3,665-36.6% | $4,299-46.0% |
| Participant deferral / active EE | $17,375 | $8,297+109.4% | $7,994+117.4% | $6,507+167.0% |
| Admin fee / account holder | $84 | $11,446-99.3% | $11,185-99.2% | $12,624-99.3% |