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 | $138,392 | $106,584+29.8% | $101,326+36.6% | $142,382-2.8% |
| Participation rate | 90.0% | 82.7%+7.3pp | 81.5%+8.5pp | 80.1%+9.9pp |
| Annual return | 20.60% | 36.93%-16.3pp | 36.82%-16.2pp | 217.08%-196.5pp |
| Employer contribution / active EE | $7,831 | $3,956+97.9% | $3,665+113.6% | $4,299+82.1% |
| Participant deferral / active EE | $15,906 | $8,297+91.7% | $7,994+99.0% | $6,507+144.4% |
| Admin fee / account holder | $153 | $11,446-98.7% | $11,185-98.6% | $12,624-98.8% |