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 | $123,351 | $94,625+30.4% | $116,228+6.1% | $84,808+45.4% |
| Participation rate | 100.0% | 70.4%+29.6pp | 74.6%+25.4pp | 68.3%+31.7pp |
| Annual return | 20.75% | 20.40%+0.3pp | 90.06%-69.3pp | 40.90%-20.2pp |
| Employer contribution / active EE | $2,602 | $2,347+10.9% | $2,994-13.1% | $2,631-1.1% |
| Participant deferral / active EE | $4,538 | $3,972+14.3% | $4,953-8.4% | $4,212+7.8% |
| Admin fee / account holder | $129 | $10,091-98.7% | $11,989-98.9% | $7,344-98.2% |