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 | $135,502 | $159,602-15.1% | $150,045-9.7% | $142,382-4.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 21.15% | 70.24%-49.1pp | 62.55%-41.4pp | 217.08%-195.9pp |
| Employer contribution / active EE | $3,336 | $4,961-32.8% | $4,693-28.9% | $4,299-22.4% |
| Participant deferral / active EE | $5,420 | $8,310-34.8% | $7,997-32.2% | $6,507-16.7% |
| Admin fee / account holder | $288 | $14,846-98.1% | $13,435-97.9% | $12,624-97.7% |