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 | $137,801 | $104,664+31.7% | $85,682+60.8% | $167,490-17.7% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.9%+30.1pp | 82.1%+17.9pp |
| Annual return | 11.46% | 21.45%-10.0pp | 21.49%-10.0pp | 478.56%-467.1pp |
| Employer contribution / active EE | $7,488 | $3,337+124.4% | $2,618+186.0% | $4,837+54.8% |
| Participant deferral / active EE | $6,061 | $4,824+25.6% | $3,923+54.5% | $6,341-4.4% |
| Admin fee / account holder | $17 | $10,032-99.8% | $6,873-99.8% | $12,309-99.9% |