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 | $127,138 | $201,272-36.8% | $184,203-31.0% | $145,922-12.9% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 20.19% | 29.00%-8.8pp | 28.81%-8.6pp | 561.29%-541.1pp |
| Employer contribution / active EE | $9,892 | $7,022+40.9% | $6,427+53.9% | $4,660+112.3% |
| Participant deferral / active EE | $10,000 | $9,806+2.0% | $9,131+9.5% | $6,688+49.5% |
| Admin fee / account holder | $20 | $16,364-99.9% | $13,901-99.9% | $13,397-99.9% |