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 10-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 | $146,333 | $109,881+33.2% | $150,045-2.5% | $84,808+72.5% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 27.07% | 28.25%-1.2pp | 62.55%-35.5pp | 40.90%-13.8pp |
| Employer contribution / active EE | $5,509 | $3,561+54.7% | $4,693+17.4% | $2,631+109.4% |
| Participant deferral / active EE | $0 | $6,636-100.0% | $7,997-100.0% | $4,212-100.0% |
| Admin fee / account holder | $135 | $8,568-98.4% | $13,435-99.0% | $7,344-98.2% |