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 | $116,383 | $148,534-21.6% | $135,903-14.4% | $139,434-16.5% |
| Participation rate | 95.2% | 83.9%+11.4pp | 81.9%+13.3pp | 80.3%+14.9pp |
| Annual return | 16.19% | 79.19%-63.0pp | 68.23%-52.0pp | 372.94%-356.7pp |
| Employer contribution / active EE | $11,447 | $5,243+118.3% | $4,856+135.7% | $4,751+141.0% |
| Participant deferral / active EE | $7,265 | $8,100-10.3% | $7,758-6.4% | $6,710+8.3% |
| Admin fee / account holder | $5 | $12,400-100.0% | $10,762-99.9% | $11,403-100.0% |