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 | $118,953 | $163,101-27.1% | $136,749-13.0% | $142,382-16.5% |
| Participation rate | 85.7% | 78.2%+7.5pp | 72.1%+13.6pp | 80.1%+5.6pp |
| Annual return | 14.53% | 27.54%-13.0pp | 24.33%-9.8pp | 217.08%-202.5pp |
| Employer contribution / active EE | $7,207 | $4,117+75.1% | $3,400+112.0% | $4,299+67.6% |
| Participant deferral / active EE | $7,296 | $5,585+30.6% | $4,692+55.5% | $6,507+12.1% |
| Admin fee / account holder | $28 | $14,318-99.8% | $11,386-99.8% | $12,624-99.8% |