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 | $126,559 | $135,952-6.9% | $123,892+2.2% | $273,961-53.8% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 5.17% | 56.63%-51.5pp | 47.52%-42.3pp | 41.45%-36.3pp |
| Employer contribution / active EE | $1,549 | $5,170-70.0% | $4,617-66.4% | $4,869-68.2% |
| Participant deferral / active EE | $11,100 | $6,343+75.0% | $5,984+85.5% | $5,287+110.0% |
| Admin fee / account holder | $47 | $9,817-99.5% | $8,357-99.4% | $10,132-99.5% |