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 | $113,917 | $90,348+26.1% | $75,972+49.9% | $145,922-21.9% |
| Participation rate | 75.0% | 74.5%+0.5pp | 69.1%+5.9pp | 80.3%-5.3pp |
| Annual return | 8.48% | 620.88%-612.4pp | 359.55%-351.1pp | 561.29%-552.8pp |
| Employer contribution / active EE | $6,032 | $3,311+82.2% | $2,685+124.7% | $4,660+29.4% |
| Participant deferral / active EE | $6,967 | $5,162+35.0% | $4,255+63.7% | $6,688+4.2% |
| Admin fee / account holder | $7 | $8,467-99.9% | $6,467-99.9% | $13,397-99.9% |