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 | $177,674 | $117,841+50.8% | $102,423+73.5% | $145,922+21.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 11.98% | 31.65%-19.7pp | 29.32%-17.3pp | 561.29%-549.3pp |
| Employer contribution / active EE | $4,344 | $3,615+20.2% | $3,023+43.7% | $4,660-6.8% |
| Participant deferral / active EE | $10,183 | $5,731+77.7% | $5,053+101.5% | $6,688+52.3% |
| Admin fee / account holder | $94 | $13,326-99.3% | $9,451-99.0% | $13,397-99.3% |