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 | $145,410 | $117,983+23.2% | $101,794+42.8% | $142,382+2.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 15.34% | 36.92%-21.6pp | 30.53%-15.2pp | 217.08%-201.7pp |
| Employer contribution / active EE | $1,696 | $2,773-38.8% | $2,289-25.9% | $4,299-60.5% |
| Participant deferral / active EE | $8,168 | $4,714+73.3% | $4,084+100.0% | $6,507+25.5% |
| Admin fee / account holder | $121 | $10,433-98.8% | $8,777-98.6% | $12,624-99.0% |