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 | $69,299 | $215,361-67.8% | $171,082-59.5% | $273,961-74.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | 9.04% | 25.14%-16.1pp | 32.56%-23.5pp | 41.45%-32.4pp |
| Employer contribution / active EE | $2,975 | $4,967-40.1% | $4,002-25.7% | $4,869-38.9% |
| Participant deferral / active EE | $7,438 | $5,543+34.2% | $4,797+55.0% | $5,287+40.7% |
| Admin fee / account holder | $0 | $10,846-100.0% | $8,520-100.0% | $10,132-100.0% |