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 | $116,444 | $100,773+15.6% | $88,946+30.9% | $142,382-18.2% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 20.77% | 70.18%-49.4pp | 57.82%-37.1pp | 217.08%-196.3pp |
| Employer contribution / active EE | $5,407 | $2,918+85.3% | $2,555+111.6% | $4,299+25.8% |
| Participant deferral / active EE | $23,500 | $5,230+349.3% | $4,581+412.9% | $6,507+261.1% |
| Admin fee / account holder | $267 | $9,693-97.2% | $8,261-96.8% | $12,624-97.9% |