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 | $150,027 | $183,519-18.2% | $155,509-3.5% | $145,922+2.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 14.42% | 61.17%-46.7pp | 64.67%-50.2pp | 561.29%-546.9pp |
| Employer contribution / active EE | $1,515 | $5,313-71.5% | $4,672-67.6% | $4,660-67.5% |
| Participant deferral / active EE | $4,488 | $6,462-30.5% | $5,626-20.2% | $6,688-32.9% |
| Admin fee / account holder | $112 | $19,313-99.4% | $15,912-99.3% | $13,397-99.2% |