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 | $110,631 | $148,534-25.5% | $135,903-18.6% | $139,434-20.7% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 13.45% | 79.19%-65.7pp | 68.23%-54.8pp | 372.94%-359.5pp |
| Employer contribution / active EE | $16,821 | $5,243+220.8% | $4,856+246.4% | $4,751+254.1% |
| Participant deferral / active EE | $25,900 | $8,100+219.7% | $7,758+233.9% | $6,710+286.0% |
| Admin fee / account holder | $0 | $12,400-100.0% | $10,762-100.0% | $11,403-100.0% |