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 | $157,647 | $127,100+24.0% | $105,738+49.1% | $135,375+16.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 76.3%+23.7pp | 82.6%+17.4pp |
| Annual return | 21.64% | 4.49%+17.1pp | 6.27%+15.4pp | 519.73%-498.1pp |
| Employer contribution / active EE | $2,321 | $4,107-43.5% | $3,268-29.0% | $4,779-51.4% |
| Participant deferral / active EE | $5,733 | $5,064+13.2% | $4,080+40.5% | $5,609+2.2% |
| Admin fee / account holder | $88 | $9,087-99.0% | $6,913-98.7% | $10,827-99.2% |