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 | $139,349 | $159,602-12.7% | $150,045-7.1% | $142,382-2.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 20.12% | 70.24%-50.1pp | 62.55%-42.4pp | 217.08%-197.0pp |
| Employer contribution / active EE | $8,840 | $4,961+78.2% | $4,693+88.4% | $4,299+105.6% |
| Participant deferral / active EE | $15,710 | $8,310+89.0% | $7,997+96.4% | $6,507+141.4% |
| Admin fee / account holder | $129 | $14,846-99.1% | $13,435-99.0% | $12,624-99.0% |