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 | $118,742 | $127,065-6.6% | $113,168+4.9% | $142,382-16.6% |
| Participation rate | 95.5% | 79.2%+16.2pp | 76.6%+18.9pp | 80.1%+15.3pp |
| Annual return | 15.71% | 24.03%-8.3pp | 24.27%-8.6pp | 217.08%-201.4pp |
| Employer contribution / active EE | $4,455 | $3,442+29.4% | $2,975+49.7% | $4,299+3.6% |
| Participant deferral / active EE | $7,866 | $5,716+37.6% | $5,107+54.0% | $6,507+20.9% |
| Admin fee / account holder | $154 | $15,736-99.0% | $12,068-98.7% | $12,624-98.8% |