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 | $137,457 | $115,882+18.6% | $100,516+36.8% | $158,922-13.5% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 11.70% | 34.79%-23.1pp | 30.89%-19.2pp | 302.83%-291.1pp |
| Employer contribution / active EE | $26,519 | $4,103+546.3% | $3,418+676.0% | $4,761+457.0% |
| Participant deferral / active EE | $10,365 | $6,674+55.3% | $6,270+65.3% | $5,982+73.3% |
| Admin fee / account holder | $96 | $10,995-99.1% | $8,081-98.8% | $11,246-99.1% |