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 | $111,993 | $214,378-47.8% | $200,582-44.2% | $142,382-21.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 19.48% | 46.41%-26.9pp | 42.33%-22.9pp | 217.08%-197.6pp |
| Employer contribution / active EE | $9,945 | $6,841+45.4% | $6,419+54.9% | $4,299+131.3% |
| Participant deferral / active EE | $20,510 | $9,865+107.9% | $9,331+119.8% | $6,507+215.2% |
| Admin fee / account holder | $117 | $17,692-99.3% | $16,305-99.3% | $12,624-99.1% |