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 | $133,484 | $110,261+21.1% | $95,745+39.4% | $139,434-4.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 14.25% | 27.11%-12.9pp | 28.35%-14.1pp | 372.94%-358.7pp |
| Employer contribution / active EE | $17,892 | $3,257+449.3% | $2,835+531.2% | $4,751+276.6% |
| Participant deferral / active EE | $9,008 | $4,676+92.6% | $4,245+112.2% | $6,710+34.2% |
| Admin fee / account holder | $173 | $6,613-97.4% | $5,678-97.0% | $11,403-98.5% |