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 | $132,212 | $93,071+42.1% | $74,583+77.3% | $273,961-51.7% |
| Participation rate | 100.0% | 74.9%+25.1pp | 68.1%+31.9pp | 83.0%+17.0pp |
| Annual return | 3.78% | 26.18%-22.4pp | 20.47%-16.7pp | 41.45%-37.7pp |
| Employer contribution / active EE | $8,995 | $3,160+184.7% | $2,525+256.2% | $4,869+84.7% |
| Participant deferral / active EE | $5,145 | $4,160+23.7% | $3,458+48.8% | $5,287-2.7% |
| Admin fee / account holder | $46 | $5,272-99.1% | $4,138-98.9% | $10,132-99.5% |