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 | $63,680 | $127,386-50.0% | $115,037-44.6% | $125,391-49.2% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | 6.11% | 31.28%-25.2pp | 26.14%-20.0pp | 282.22%-276.1pp |
| Employer contribution / active EE | $1,841 | $5,166-64.4% | $4,608-60.0% | $4,866-62.2% |
| Participant deferral / active EE | $8,111 | $6,423+26.3% | $6,026+34.6% | $5,352+51.6% |
| Admin fee / account holder | $0 | $9,516-100.0% | $8,175-100.0% | $9,540-100.0% |