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 | $111,085 | $162,781-31.8% | $133,956-17.1% | $158,922-30.1% |
| Participation rate | 95.8% | 83.2%+12.6pp | 79.8%+16.0pp | 82.0%+13.9pp |
| Annual return | 12.04% | 41.94%-29.9pp | 45.09%-33.1pp | 302.83%-290.8pp |
| Employer contribution / active EE | $7,598 | $4,975+52.7% | $3,919+93.9% | $4,761+59.6% |
| Participant deferral / active EE | $2,394 | $5,911-59.5% | $5,048-52.6% | $5,982-60.0% |
| Admin fee / account holder | $146 | $11,736-98.8% | $8,927-98.4% | $11,246-98.7% |