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 | $99,792 | $93,071+7.2% | $74,583+33.8% | $273,961-63.6% |
| Participation rate | 100.0% | 74.9%+25.1pp | 68.1%+31.9pp | 83.0%+17.0pp |
| Annual return | 7.43% | 26.18%-18.8pp | 20.47%-13.0pp | 41.45%-34.0pp |
| Employer contribution / active EE | $832 | $3,160-73.7% | $2,525-67.0% | $4,869-82.9% |
| Participant deferral / active EE | $16,433 | $4,160+295.0% | $3,458+375.2% | $5,287+210.8% |
| Admin fee / account holder | $0 | $5,272-100.0% | $4,138-100.0% | $10,132-100.0% |