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 9-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 | $130,384 | $106,584+22.3% | $101,326+28.7% | $142,382-8.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 19.07% | 36.93%-17.9pp | 36.82%-17.7pp | 217.08%-198.0pp |
| Employer contribution / active EE | $7,998 | $3,956+102.2% | $3,665+118.2% | $4,299+86.0% |
| Participant deferral / active EE | $13,830 | $8,297+66.7% | $7,994+73.0% | $6,507+112.5% |
| Admin fee / account holder | $153 | $11,446-98.7% | $11,185-98.6% | $12,624-98.8% |