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 | $133,884 | $152,460-12.2% | $118,746+12.7% | $147,584-9.3% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.3%+21.7pp | 82.8%+17.2pp |
| Annual return | 17.36% | 17.41%-0.1pp | 24.54%-7.2pp | 578.55%-561.2pp |
| Employer contribution / active EE | $4,416 | $5,046-12.5% | $4,193+5.3% | $4,876-9.4% |
| Participant deferral / active EE | $10,023 | $6,212+61.3% | $5,332+88.0% | $5,439+84.3% |
| Admin fee / account holder | $44 | $16,953-99.7% | $10,720-99.6% | $10,885-99.6% |