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 | $115,146 | $156,846-26.6% | $121,098-4.9% | $139,434-17.4% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 11.84% | 1474.56%-1462.7pp | 985.75%-973.9pp | 372.94%-361.1pp |
| Employer contribution / active EE | $7,802 | $5,536+40.9% | $4,164+87.4% | $4,751+64.2% |
| Participant deferral / active EE | $5,852 | $4,844+20.8% | $4,080+43.4% | $6,710-12.8% |
| Admin fee / account holder | $0 | $6,946-100.0% | $5,644-100.0% | $11,403-100.0% |