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 7-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 | $130,604 | $159,602-18.2% | $150,045-13.0% | $142,382-8.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 21.88% | 70.24%-48.4pp | 62.55%-40.7pp | 217.08%-195.2pp |
| Employer contribution / active EE | $2,845 | $4,961-42.6% | $4,693-39.4% | $4,299-33.8% |
| Participant deferral / active EE | $10,631 | $8,310+27.9% | $7,997+32.9% | $6,507+63.4% |
| Admin fee / account holder | $138 | $14,846-99.1% | $13,435-99.0% | $12,624-98.9% |