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 | $133,759 | $115,770+15.5% | $101,248+32.1% | $158,922-15.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 8.10% | 56.14%-48.0pp | 46.47%-38.4pp | 302.83%-294.7pp |
| Employer contribution / active EE | $1,769 | $4,175-57.6% | $3,660-51.7% | $4,761-62.8% |
| Participant deferral / active EE | $5,817 | $4,957+17.3% | $4,370+33.1% | $5,982-2.8% |
| Admin fee / account holder | $78 | $7,245-98.9% | $5,945-98.7% | $11,246-99.3% |