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 | $125,551 | $116,175+8.1% | $93,606+34.1% | $152,861-17.9% |
| Participation rate | 100.0% | 78.0%+22.0pp | 75.8%+24.2pp | 82.4%+17.6pp |
| Annual return | 24.21% | 35.96%-11.8pp | 32.76%-8.6pp | 345.32%-321.1pp |
| Employer contribution / active EE | $1,408 | $3,218-56.2% | $2,718-48.2% | $4,762-70.4% |
| Participant deferral / active EE | $3,103 | $4,603-32.6% | $4,069-23.7% | $5,850-47.0% |
| Admin fee / account holder | $265 | $10,748-97.5% | $7,888-96.6% | $11,596-97.7% |