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 | $130,657 | $177,572-26.4% | $154,803-15.6% | $142,382-8.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 19.83% | 65.07%-45.2pp | 58.88%-39.1pp | 217.08%-197.2pp |
| Employer contribution / active EE | $7,858 | $4,810+63.3% | $4,305+82.5% | $4,299+82.8% |
| Participant deferral / active EE | $8,700 | $6,272+38.7% | $5,540+57.0% | $6,507+33.7% |
| Admin fee / account holder | $20 | $16,786-99.9% | $14,329-99.9% | $12,624-99.8% |