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 | $130,627 | $177,572-26.4% | $154,803-15.6% | $142,382-8.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 22.22% | 65.07%-42.8pp | 58.88%-36.7pp | 217.08%-194.9pp |
| Employer contribution / active EE | $9,500 | $4,810+97.5% | $4,305+120.7% | $4,299+121.0% |
| Participant deferral / active EE | $16,150 | $6,272+157.5% | $5,540+191.5% | $6,507+148.2% |
| Admin fee / account holder | $268 | $16,786-98.4% | $14,329-98.1% | $12,624-97.9% |