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 | $121,916 | $96,635+26.2% | $86,612+40.8% | $139,434-12.6% |
| Participation rate | 82.4% | 74.4%+8.0pp | 71.7%+10.7pp | 80.3%+2.0pp |
| Annual return | 13.82% | 106.41%-92.6pp | 591.07%-577.2pp | 372.94%-359.1pp |
| Employer contribution / active EE | $1,889 | $3,263-42.1% | $3,022-37.5% | $4,751-60.2% |
| Participant deferral / active EE | $6,786 | $4,836+40.3% | $4,438+52.9% | $6,710+1.1% |
| Admin fee / account holder | $10 | $6,408-99.8% | $5,614-99.8% | $11,403-99.9% |