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 | $120,595 | $102,616+17.5% | $81,983+47.1% | $158,922-24.1% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.2%+30.8pp | 82.0%+18.0pp |
| Annual return | 18.87% | 61.04%-42.2pp | 41.31%-22.4pp | 302.83%-284.0pp |
| Employer contribution / active EE | $2,645 | $3,240-18.4% | $2,498+5.9% | $4,761-44.4% |
| Participant deferral / active EE | $5,612 | $4,648+20.7% | $3,722+50.8% | $5,982-6.2% |
| Admin fee / account holder | $10 | $8,235-99.9% | $5,664-99.8% | $11,246-99.9% |