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 | $119,685 | $92,222+29.8% | $76,768+55.9% | $135,375-11.6% |
| Participation rate | 91.7% | 79.8%+11.9pp | 77.0%+14.7pp | 82.6%+9.0pp |
| Annual return | 9.01% | 5.46%+3.6pp | 2.43%+6.6pp | 519.73%-510.7pp |
| Employer contribution / active EE | $1,834 | $3,216-43.0% | $2,485-26.2% | $4,779-61.6% |
| Participant deferral / active EE | $6,040 | $4,509+34.0% | $3,852+56.8% | $5,609+7.7% |
| Admin fee / account holder | $0 | $10,748-100.0% | $6,675-100.0% | $10,827-100.0% |