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 9-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 | $101,898 | $104,974-2.9% | $95,585+6.6% | $142,382-28.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 19.26% | 210.33%-191.1pp | 38.56%-19.3pp | 217.08%-197.8pp |
| Employer contribution / active EE | $8,744 | $2,779+214.7% | $2,527+246.1% | $4,299+103.4% |
| Participant deferral / active EE | $6,340 | $4,352+45.7% | $4,023+57.6% | $6,507-2.6% |
| Admin fee / account holder | $0 | $6,386-100.0% | $6,127-100.0% | $12,624-100.0% |