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 | $118,204 | $104,251+13.4% | $91,001+29.9% | $147,584-19.9% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 11.52% | 27.06%-15.5pp | 4.60%+6.9pp | 578.55%-567.0pp |
| Employer contribution / active EE | $6,288 | $3,116+101.8% | $2,456+156.1% | $4,876+29.0% |
| Participant deferral / active EE | $5,669 | $4,195+35.1% | $3,547+59.8% | $5,439+4.2% |
| Admin fee / account holder | $10 | $8,948-99.9% | $5,417-99.8% | $10,885-99.9% |