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 | $134,093 | $111,754+20.0% | $103,333+29.8% | $145,922-8.1% |
| Participation rate | 92.3% | 77.9%+14.4pp | 74.5%+17.8pp | 80.3%+12.0pp |
| Annual return | 17.09% | 24.77%-7.7pp | 24.88%-7.8pp | 561.29%-544.2pp |
| Employer contribution / active EE | $2,592 | $4,212-38.5% | $3,868-33.0% | $4,660-44.4% |
| Participant deferral / active EE | $7,032 | $5,619+25.2% | $5,057+39.0% | $6,688+5.1% |
| Admin fee / account holder | $49 | $9,750-99.5% | $8,355-99.4% | $13,397-99.6% |