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 | $134,401 | $163,101-17.6% | $136,749-1.7% | $142,382-5.6% |
| Participation rate | 100.0% | 78.2%+21.8pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 16.61% | 27.54%-10.9pp | 24.33%-7.7pp | 217.08%-200.5pp |
| Employer contribution / active EE | $3,728 | $4,117-9.4% | $3,400+9.7% | $4,299-13.3% |
| Participant deferral / active EE | $22,310 | $5,585+299.5% | $4,692+375.5% | $6,507+242.9% |
| Admin fee / account holder | $0 | $14,318-100.0% | $11,386-100.0% | $12,624-100.0% |