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 | $131,395 | $202,432-35.1% | $169,368-22.4% | $139,434-5.8% |
| Participation rate | 83.3% | 81.1%+2.3pp | 77.1%+6.2pp | 80.3%+3.0pp |
| Annual return | 28.93% | 531.74%-502.8pp | 405.60%-376.7pp | 372.94%-344.0pp |
| Employer contribution / active EE | $3,128 | $4,692-33.3% | $4,013-22.1% | $4,751-34.2% |
| Participant deferral / active EE | $9,553 | $6,938+37.7% | $6,221+53.6% | $6,710+42.4% |
| Admin fee / account holder | $125 | $10,708-98.8% | $9,003-98.6% | $11,403-98.9% |