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 | $98,681 | $105,630-6.6% | $87,507+12.8% | $273,961-64.0% |
| Participation rate | 100.0% | 78.2%+21.8pp | 73.8%+26.2pp | 83.0%+17.0pp |
| Annual return | 5.04% | 12.25%-7.2pp | 12.21%-7.2pp | 41.45%-36.4pp |
| Employer contribution / active EE | $4,475 | $3,141+42.5% | $2,550+75.5% | $4,869-8.1% |
| Participant deferral / active EE | $14,060 | $3,601+290.5% | $3,149+346.5% | $5,287+165.9% |
| Admin fee / account holder | $2 | $4,781-100.0% | $4,221-100.0% | $10,132-100.0% |