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 | $118,723 | $106,584+11.4% | $101,326+17.2% | $142,382-16.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 19.42% | 36.93%-17.5pp | 36.82%-17.4pp | 217.08%-197.7pp |
| Employer contribution / active EE | $3,666 | $3,956-7.3% | $3,6650% | $4,299-14.7% |
| Participant deferral / active EE | $10,864 | $8,297+30.9% | $7,994+35.9% | $6,507+67.0% |
| Admin fee / account holder | $203 | $11,446-98.2% | $11,185-98.2% | $12,624-98.4% |