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 | $120,961 | $99,652+21.4% | $78,778+53.5% | $147,584-18.0% |
| Participation rate | 88.9% | 76.2%+12.7pp | 69.2%+19.7pp | 82.8%+6.1pp |
| Annual return | 13.33% | 47.28%-34.0pp | 35.62%-22.3pp | 578.55%-565.2pp |
| Employer contribution / active EE | $869 | $2,796-68.9% | $1,986-56.2% | $4,876-82.2% |
| Participant deferral / active EE | $2,613 | $3,664-28.7% | $2,958-11.7% | $5,439-52.0% |
| Admin fee / account holder | $152 | $7,155-97.9% | $5,134-97.0% | $10,885-98.6% |