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 | $131,852 | $135,952-3.0% | $123,892+6.4% | $273,961-51.9% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 8.35% | 56.63%-48.3pp | 47.52%-39.2pp | 41.45%-33.1pp |
| Employer contribution / active EE | $3,150 | $5,170-39.1% | $4,617-31.8% | $4,869-35.3% |
| Participant deferral / active EE | $9,759 | $6,343+53.9% | $5,984+63.1% | $5,287+84.6% |
| Admin fee / account holder | $44 | $9,817-99.5% | $8,357-99.5% | $10,132-99.6% |