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 | $126,267 | $81,632+54.7% | $70,449+79.2% | $158,922-20.5% |
| Participation rate | 80.0% | 77.7%+2.3pp | 75.1%+4.9pp | 82.0%-2.0pp |
| Annual return | 18.20% | 208.40%-190.2pp | 109.03%-90.8pp | 302.83%-284.6pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $2,737-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $5,936 | $4,554+30.3% | $3,709+60.1% | $5,982-0.8% |
| Admin fee / account holder | $73 | $6,193-98.8% | $3,845-98.1% | $11,246-99.4% |