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 | $125,974 | $86,929+44.9% | $102,423+23.0% | $80,856+55.8% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.6%+32.4pp |
| Annual return | 12.83% | 18.88%-6.1pp | 29.32%-16.5pp | 35.59%-22.8pp |
| Employer contribution / active EE | $2,995 | $2,369+26.4% | $3,023-0.9% | $2,755+8.7% |
| Participant deferral / active EE | $6,520 | $4,118+58.3% | $5,053+29.0% | $4,296+51.8% |
| Admin fee / account holder | $9 | $8,049-99.9% | $9,451-99.9% | $6,918-99.9% |