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 | $126,001 | $115,770+8.8% | $101,248+24.4% | $158,922-20.7% |
| Participation rate | 87.5% | 79.4%+8.1pp | 75.8%+11.7pp | 82.0%+5.5pp |
| Annual return | 21.51% | 56.14%-34.6pp | 46.47%-25.0pp | 302.83%-281.3pp |
| Employer contribution / active EE | $16,955 | $4,175+306.1% | $3,660+363.3% | $4,761+256.1% |
| Participant deferral / active EE | $6,920 | $4,957+39.6% | $4,370+58.3% | $5,982+15.7% |
| Admin fee / account holder | $24 | $7,245-99.7% | $5,945-99.6% | $11,246-99.8% |