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 3-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 | $112,254 | $159,602-29.7% | $150,045-25.2% | $142,382-21.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 22.07% | 70.24%-48.2pp | 62.55%-40.5pp | 217.08%-195.0pp |
| Employer contribution / active EE | $8,957 | $4,961+80.6% | $4,693+90.8% | $4,299+108.3% |
| Participant deferral / active EE | $16,073 | $8,310+93.4% | $7,997+101.0% | $6,507+147.0% |
| Admin fee / account holder | $112 | $14,846-99.2% | $13,435-99.2% | $12,624-99.1% |