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 | $117,220 | $159,602-26.6% | $150,045-21.9% | $142,382-17.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 19.18% | 70.24%-51.1pp | 62.55%-43.4pp | 217.08%-197.9pp |
| Employer contribution / active EE | $45,000 | $4,961+807.2% | $4,693+858.9% | $4,299+946.7% |
| Participant deferral / active EE | $10,800 | $8,310+30.0% | $7,997+35.0% | $6,507+66.0% |
| Admin fee / account holder | $196 | $14,846-98.7% | $13,435-98.5% | $12,624-98.4% |