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 | $134,400 | $118,450+13.5% | $98,439+36.5% | $139,434-3.6% |
| Participation rate | 100.0% | 77.4%+22.6pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 14.12% | 18.94%-4.8pp | 21.16%-7.0pp | 372.94%-358.8pp |
| Employer contribution / active EE | $3,568 | $3,609-1.1% | $3,048+17.1% | $4,751-24.9% |
| Participant deferral / active EE | $13,142 | $5,392+143.7% | $4,738+177.4% | $6,710+95.9% |
| Admin fee / account holder | $124 | $14,026-99.1% | $8,948-98.6% | $11,403-98.9% |