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 | $138,496 | $115,882+19.5% | $100,516+37.8% | $158,922-12.9% |
| Participation rate | 87.5% | 81.6%+5.9pp | 79.4%+8.1pp | 82.0%+5.5pp |
| Annual return | 25.27% | 34.79%-9.5pp | 30.89%-5.6pp | 302.83%-277.6pp |
| Employer contribution / active EE | $6,252 | $4,103+52.4% | $3,418+83.0% | $4,761+31.3% |
| Participant deferral / active EE | $13,259 | $6,674+98.7% | $6,270+111.5% | $5,982+121.6% |
| Admin fee / account holder | $78 | $10,995-99.3% | $8,081-99.0% | $11,246-99.3% |