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 | $133,312 | $106,515+25.2% | $96,683+37.9% | $139,434-4.4% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 14.18% | 38.43%-24.2pp | 35.69%-21.5pp | 372.94%-358.8pp |
| Employer contribution / active EE | $3,897 | $4,103-5.0% | $3,737+4.3% | $4,751-18.0% |
| Participant deferral / active EE | $17,061 | $5,454+212.8% | $4,878+249.7% | $6,710+154.3% |
| Admin fee / account holder | $173 | $7,877-97.8% | $6,730-97.4% | $11,403-98.5% |