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 | $133,681 | $177,572-24.7% | $154,803-13.6% | $142,382-6.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 21.90% | 65.07%-43.2pp | 58.88%-37.0pp | 217.08%-195.2pp |
| Employer contribution / active EE | $2,032 | $4,810-57.8% | $4,305-52.8% | $4,299-52.7% |
| Participant deferral / active EE | $8,656 | $6,272+38.0% | $5,540+56.2% | $6,507+33.0% |
| Admin fee / account holder | $256 | $16,786-98.5% | $14,329-98.2% | $12,624-98.0% |