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 | $135,166 | $162,781-17.0% | $133,956+0.9% | $158,922-14.9% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 19.88% | 41.94%-22.1pp | 45.09%-25.2pp | 302.83%-282.9pp |
| Employer contribution / active EE | $4,957 | $4,975-0.4% | $3,919+26.5% | $4,761+4.1% |
| Participant deferral / active EE | $10,111 | $5,911+71.1% | $5,048+100.3% | $5,982+69.0% |
| Admin fee / account holder | $4 | $11,736-100.0% | $8,927-100.0% | $11,246-100.0% |