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 | $144,476 | $111,754+29.3% | $103,333+39.8% | $145,922-1.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 11.67% | 24.77%-13.1pp | 24.88%-13.2pp | 561.29%-549.6pp |
| Employer contribution / active EE | $4,893 | $4,212+16.2% | $3,868+26.5% | $4,660+5.0% |
| Participant deferral / active EE | $6,720 | $5,619+19.6% | $5,057+32.9% | $6,688+0.5% |
| Admin fee / account holder | $15 | $9,750-99.9% | $8,355-99.8% | $13,397-99.9% |