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 | $110,701 | $135,952-18.6% | $123,892-10.6% | $273,961-59.6% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 6.80% | 56.63%-49.8pp | 47.52%-40.7pp | 41.45%-34.7pp |
| Employer contribution / active EE | $4,023 | $5,170-22.2% | $4,617-12.9% | $4,869-17.4% |
| Participant deferral / active EE | $8,040 | $6,343+26.8% | $5,984+34.4% | $5,287+52.1% |
| Admin fee / account holder | $111 | $9,817-98.9% | $8,357-98.7% | $10,132-98.9% |