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 | $134,765 | $95,803+40.7% | $113,168+19.1% | $84,808+58.9% |
| Participation rate | 81.1% | 72.9%+8.3pp | 76.6%+4.6pp | 68.3%+12.8pp |
| Annual return | 15.63% | 25.00%-9.4pp | 24.27%-8.6pp | 40.90%-25.3pp |
| Employer contribution / active EE | $7,972 | $2,360+237.8% | $2,975+167.9% | $2,631+203.0% |
| Participant deferral / active EE | $0 | $4,242-100.0% | $5,107-100.0% | $4,212-100.0% |
| Admin fee / account holder | $220 | $8,989-97.6% | $12,068-98.2% | $7,344-97.0% |