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 | $131,484 | $115,770+13.6% | $101,248+29.9% | $158,922-17.3% |
| Participation rate | 80.0% | 79.4%+0.6pp | 75.8%+4.2pp | 82.0%-2.0pp |
| Annual return | 12.01% | 56.14%-44.1pp | 46.47%-34.5pp | 302.83%-290.8pp |
| Employer contribution / active EE | $8,800 | $4,175+110.8% | $3,660+140.5% | $4,761+84.8% |
| Participant deferral / active EE | $1,815 | $4,957-63.4% | $4,370-58.5% | $5,982-69.7% |
| Admin fee / account holder | $291 | $7,245-96.0% | $5,945-95.1% | $11,246-97.4% |