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 | $136,962 | $114,381+19.7% | $107,525+27.4% | $142,382-3.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 13.74% | 242.71%-229.0pp | 181.32%-167.6pp | 217.08%-203.3pp |
| Employer contribution / active EE | $3,440 | $4,015-14.3% | $3,754-8.4% | $4,299-20.0% |
| Participant deferral / active EE | $10,258 | $5,564+84.4% | $5,116+100.5% | $6,507+57.6% |
| Admin fee / account holder | $78 | $9,860-99.2% | $8,919-99.1% | $12,624-99.4% |