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 | $129,088 | $69,207+86.5% | $64,056+101.5% | $139,434-7.4% |
| Participation rate | 75.0% | 75.6%-0.6pp | 72.3%+2.7pp | 80.3%-5.3pp |
| Annual return | 29.07% | 45.88%-16.8pp | 33.69%-4.6pp | 372.94%-343.9pp |
| Employer contribution / active EE | $477 | $3,182-85.0% | $2,747-82.6% | $4,751-90.0% |
| Participant deferral / active EE | $954 | $4,682-79.6% | $3,880-75.4% | $6,710-85.8% |
| Admin fee / account holder | $299 | $4,244-93.0% | $3,068-90.3% | $11,403-97.4% |