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 | $108,484 | $95,266+13.9% | $82,389+31.7% | $142,382-23.8% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 17.12% | 25.74%-8.6pp | 28.67%-11.6pp | 217.08%-200.0pp |
| Employer contribution / active EE | $7,477 | $2,991+150.0% | $2,517+197.1% | $4,299+73.9% |
| Participant deferral / active EE | $7,606 | $4,809+58.2% | $4,155+83.1% | $6,507+16.9% |
| Admin fee / account holder | $32 | $8,563-99.6% | $7,231-99.6% | $12,624-99.7% |