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 | $139,004 | $127,386+9.1% | $115,037+20.8% | $125,391+10.9% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -0.76% | 31.28%-32.0pp | 26.14%-26.9pp | 282.22%-283.0pp |
| Employer contribution / active EE | $8,013 | $5,166+55.1% | $4,608+73.9% | $4,866+64.7% |
| Participant deferral / active EE | $5,114 | $6,423-20.4% | $6,026-15.1% | $5,352-4.4% |
| Admin fee / account holder | $221 | $9,516-97.7% | $8,175-97.3% | $9,540-97.7% |