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 | $131,962 | $106,584+23.8% | $101,326+30.2% | $142,382-7.3% |
| Participation rate | 81.3% | 82.7%-1.4pp | 81.5%-0.2pp | 80.1%+1.1pp |
| Annual return | 36.08% | 36.93%-0.8pp | 36.82%-0.7pp | 217.08%-181.0pp |
| Employer contribution / active EE | $3,292 | $3,956-16.8% | $3,665-10.2% | $4,299-23.4% |
| Participant deferral / active EE | $8,221 | $8,297-0.9% | $7,994+2.8% | $6,507+26.3% |
| Admin fee / account holder | $226 | $11,446-98.0% | $11,185-98.0% | $12,624-98.2% |