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 | $175,465 | $228,332-23.2% | $185,823-5.6% | $158,922+10.4% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 24.79% | 40.80%-16.0pp | 35.95%-11.2pp | 302.83%-278.0pp |
| Employer contribution / active EE | $1,134 | $4,967-77.2% | $4,087-72.3% | $4,761-76.2% |
| Participant deferral / active EE | $3,582 | $6,415-44.2% | $5,632-36.4% | $5,982-40.1% |
| Admin fee / account holder | -$237 | $11,864-102.0% | $9,500-102.5% | $11,246-102.1% |