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 | $100,995 | $98,750+2.3% | $149,696-32.5% | $79,858+26.5% |
| Participation rate | 89.1% | 75.8%+13.4pp | 82.5%+6.7pp | 69.6%+19.5pp |
| Annual return | 27.25% | 27.43%-0.2pp | 276.60%-249.3pp | 31.71%-4.5pp |
| Employer contribution / active EE | $3,821 | $3,216+18.8% | $4,644-17.7% | $2,471+54.6% |
| Participant deferral / active EE | $7,463 | $5,680+31.4% | $6,842+9.1% | $3,740+99.5% |
| Admin fee / account holder | $61 | $6,053-99.0% | $9,309-99.3% | $5,306-98.9% |