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 9-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 | $135,089 | $111,754+20.9% | $103,333+30.7% | $145,922-7.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 21.97% | 24.77%-2.8pp | 24.88%-2.9pp | 561.29%-539.3pp |
| Employer contribution / active EE | $5,304 | $4,212+25.9% | $3,868+37.1% | $4,660+13.8% |
| Participant deferral / active EE | $9,570 | $5,619+70.3% | $5,057+89.2% | $6,688+43.1% |
| Admin fee / account holder | $68 | $9,750-99.3% | $8,355-99.2% | $13,397-99.5% |