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 | $126,087 | $118,849+6.1% | $96,562+30.6% | $167,490-24.7% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 14.35% | 50.49%-36.1pp | 37.78%-23.4pp | 478.56%-464.2pp |
| Employer contribution / active EE | $2,325 | $3,120-25.5% | $2,356-1.3% | $4,837-51.9% |
| Participant deferral / active EE | $2,907 | $4,616-37.0% | $3,849-24.5% | $6,341-54.2% |
| Admin fee / account holder | $208 | $8,065-97.4% | $6,181-96.6% | $12,309-98.3% |