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 | $72,547 | $98,750-26.5% | $149,696-51.5% | $79,858-9.2% |
| Participation rate | 90.0% | 75.8%+14.2pp | 82.5%+7.5pp | 69.6%+20.4pp |
| Annual return | 14.70% | 27.43%-12.7pp | 276.60%-261.9pp | 31.71%-17.0pp |
| Employer contribution / active EE | $3,509 | $3,216+9.1% | $4,644-24.4% | $2,471+42.0% |
| Participant deferral / active EE | $6,398 | $5,680+12.6% | $6,842-6.5% | $3,740+71.1% |
| Admin fee / account holder | $0 | $6,053-100.0% | $9,309-100.0% | $5,306-100.0% |