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 | $128,122 | $96,635+32.6% | $86,612+47.9% | $139,434-8.1% |
| Participation rate | 80.0% | 74.4%+5.6pp | 71.7%+8.3pp | 80.3%-0.3pp |
| Annual return | 11.70% | 106.41%-94.7pp | 591.07%-579.4pp | 372.94%-361.2pp |
| Employer contribution / active EE | $3,520 | $3,263+7.9% | $3,022+16.5% | $4,751-25.9% |
| Participant deferral / active EE | $7,120 | $4,836+47.2% | $4,438+60.4% | $6,710+6.1% |
| Admin fee / account holder | $92 | $6,408-98.6% | $5,614-98.4% | $11,403-99.2% |