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 | $139,169 | $105,931+31.4% | $81,930+69.9% | $158,922-12.4% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.0%+28.0pp | 82.0%+18.0pp |
| Annual return | 12.09% | 38.17%-26.1pp | 29.49%-17.4pp | 302.83%-290.7pp |
| Employer contribution / active EE | $765 | $7,800-90.2% | $4,310-82.3% | $4,761-83.9% |
| Participant deferral / active EE | $9,913 | $13,003-23.8% | $7,107+39.5% | $5,982+65.7% |
| Admin fee / account holder | $0 | $8,489-100.0% | $5,158-100.0% | $11,246-100.0% |