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 8-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 | $133,052 | $118,450+12.3% | $98,439+35.2% | $139,434-4.6% |
| Participation rate | 100.0% | 77.4%+22.6pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 23.61% | 18.94%+4.7pp | 21.16%+2.4pp | 372.94%-349.3pp |
| Employer contribution / active EE | $2,132 | $3,609-40.9% | $3,048-30.0% | $4,751-55.1% |
| Participant deferral / active EE | $14,246 | $5,392+164.2% | $4,738+200.7% | $6,710+112.3% |
| Admin fee / account holder | $0 | $14,026-100.0% | $8,948-100.0% | $11,403-100.0% |