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 | $132,882 | $165,335-19.6% | $149,696-11.2% | $158,922-16.4% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 14.80% | 348.15%-333.3pp | 276.60%-261.8pp | 302.83%-288.0pp |
| Employer contribution / active EE | $1,176 | $5,103-77.0% | $4,644-74.7% | $4,761-75.3% |
| Participant deferral / active EE | $5,043 | $7,181-29.8% | $6,842-26.3% | $5,982-15.7% |
| Admin fee / account holder | $129 | $10,807-98.8% | $9,309-98.6% | $11,246-98.9% |