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 | $151,575 | $114,381+32.5% | $107,525+41.0% | $142,382+6.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 15.39% | 242.71%-227.3pp | 181.32%-165.9pp | 217.08%-201.7pp |
| Employer contribution / active EE | $3,132 | $4,015-22.0% | $3,754-16.5% | $4,299-27.1% |
| Participant deferral / active EE | $6,129 | $5,564+10.1% | $5,116+19.8% | $6,507-5.8% |
| Admin fee / account holder | $119 | $9,860-98.8% | $8,919-98.7% | $12,624-99.1% |