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 | $130,277 | $133,922-2.7% | $116,228+12.1% | $142,382-8.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 20.04% | 147.76%-127.7pp | 90.06%-70.0pp | 217.08%-197.0pp |
| Employer contribution / active EE | $8,885 | $3,446+157.9% | $2,994+196.7% | $4,299+106.7% |
| Participant deferral / active EE | $19,548 | $5,672+244.6% | $4,953+294.6% | $6,507+200.4% |
| Admin fee / account holder | $150 | $14,945-99.0% | $11,989-98.7% | $12,624-98.8% |