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 | $126,659 | $132,239-4.2% | $105,722+19.8% | $273,961-53.8% |
| Participation rate | 100.0% | 83.2%+16.8pp | 78.9%+21.1pp | 83.0%+17.0pp |
| Annual return | 11.44% | 10.07%+1.4pp | 12.25%-0.8pp | 41.45%-30.0pp |
| Employer contribution / active EE | $3,333 | $4,867-31.5% | $4,079-18.3% | $4,869-31.5% |
| Participant deferral / active EE | $8,000 | $6,233+28.4% | $5,326+50.2% | $5,287+51.3% |
| Admin fee / account holder | $0 | $12,032-100.0% | $8,308-100.0% | $10,132-100.0% |