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 | $122,349 | $117,841+3.8% | $102,423+19.5% | $145,922-16.2% |
| Participation rate | 80.0% | 78.6%+1.4pp | 76.5%+3.5pp | 80.3%-0.3pp |
| Annual return | 15.29% | 31.65%-16.4pp | 29.32%-14.0pp | 561.29%-546.0pp |
| Employer contribution / active EE | $2,837 | $3,615-21.5% | $3,023-6.2% | $4,660-39.1% |
| Participant deferral / active EE | $6,304 | $5,731+10.0% | $5,053+24.8% | $6,688-5.7% |
| Admin fee / account holder | $87 | $13,326-99.3% | $9,451-99.1% | $13,397-99.3% |