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 8-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 | $132,180 | $93,571+41.3% | $135,903-2.7% | $75,163+75.9% |
| Participation rate | 93.9% | 75.2%+18.8pp | 81.9%+12.0pp | 67.2%+26.7pp |
| Annual return | 23.82% | 30.90%-7.1pp | 68.23%-44.4pp | 160.62%-136.8pp |
| Employer contribution / active EE | $15,317 | $3,537+333.1% | $4,856+215.4% | $2,670+473.7% |
| Participant deferral / active EE | $13,134 | $6,404+105.1% | $7,758+69.3% | $4,125+218.4% |
| Admin fee / account holder | $86 | $6,975-98.8% | $10,762-99.2% | $5,651-98.5% |